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 | $54,521 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,754 | $84,936+66.9% | $111,297+27.4% | $79,386+78.6% |
| Participation rate | 93.7% | 75.9%+17.8pp | 77.3%+16.4pp | 70.7%+23.0pp |
| Annual return | 14.82% | 17.45%-2.6pp | 54.65%-39.8pp | 116.85%-102.0pp |
| Employer contribution / active EE | $5,688 | $1,979+187.4% | $2,731+108.3% | $2,427+134.3% |
| Participant deferral / active EE | $5,734 | $3,888+47.5% | $4,487+27.8% | $4,046+41.7% |
| Admin fee / account holder | $295 | $537-45.1% | $7,964-96.3% | $626-53.0% |