Filed September 19, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $8,412 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,513 | $99,957-25.5% | $149,696-50.2% | $73,488+1.4% |
| Participation rate | 74.3% | 75.7%-1.4pp | 82.5%-8.2pp | 70.7%+3.6pp |
| Annual return | 19.19% | 53.87%-34.7pp | 276.60%-257.4pp | 28.51%-9.3pp |
| Employer contribution / active EE | $10 | $3,191-99.7% | $4,644-99.8% | $2,270-99.6% |
| Participant deferral / active EE | $8,440 | $6,073+39.0% | $6,842+23.4% | $3,740+125.7% |
| Admin fee / account holder | $42 | $551-92.3% | $9,309-99.5% | $513-91.7% |