Filed October 17, 2006 (most recent of 3 filings on file)
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 60 · EIN 04-2647786 | Sub-TA Fees | -$18,825 |
Form 5500 reported that benefits due were not provided when due.
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 | $148,660 | $74,024+100.8% | $77,999+90.6% | $57,658+157.8% |
| Participation rate | 98.2% | 79.7%+18.4pp | 75.5%+22.7pp | 70.2%+28.0pp |
| Annual return | 7.08% | 12.14%-5.1pp | 425.96%-418.9pp | 5.13%+1.9pp |
| Employer contribution / active EE | $4,605 | $2,365+94.7% | $2,470+86.4% | $1,974+133.3% |
| Participant deferral / active EE | $5,106 | $3,533+44.5% | $3,497+46.0% | $3,061+66.8% |
| Admin fee / account holder | -$57 | $93-161.1% | $5,480-101.0% | $95-160.3% |