Filed June 14, 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 15 · EIN 30-0219031 | Recordkeeping | $46,151 |
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 | $139,361 | $65,376+113.2% | $87,100+60.0% | $65,185+113.8% |
| Participation rate | 93.9% | 75.3%+18.6pp | 76.9%+17.0pp | 70.2%+23.7pp |
| Annual return | 25.71% | 31.27%-5.6pp | 28.19%-2.5pp | 29.38%-3.7pp |
| Employer contribution / active EE | $5,203 | $1,822+185.5% | $2,521+106.4% | $2,177+139.1% |
| Participant deferral / active EE | $5,147 | $3,388+51.9% | $4,049+27.1% | $3,514+46.5% |
| Admin fee / account holder | $270 | $520-48.1% | $7,497-96.4% | $847-68.1% |