Filed June 22, 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 |
|---|---|---|
PURSHE KAPLAN STERLING INV3+ years Service code 55 · EIN 13-3749682 | Other Commissions | $33,695 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,825 |
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 | $53,372 | $58,726-9.1% | $92,233-42.1% | $62,292-14.3% |
| Participation rate | 92.1% | 68.3%+23.8pp | 76.5%+15.6pp | 69.5%+22.6pp |
| Annual return | 20.30% | 43.62%-23.3pp | 176.28%-156.0pp | 28.90%-8.6pp |
| Employer contribution / active EE | $420 | $2,392-82.4% | $3,679-88.6% | $2,042-79.4% |
| Participant deferral / active EE | $3,851 | $2,766+39.3% | $3,897-1.2% | $3,169+21.5% |
| Admin fee / account holder | $7 | $556-98.7% | $5,194-99.9% | $479-98.5% |