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 | -$14,245 |
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 | $189,499 | $75,284+151.7% | $91,001+108.2% | $69,631+172.1% |
| Participation rate | 97.0% | 80.4%+16.6pp | 75.6%+21.4pp | 70.7%+26.3pp |
| Annual return | 19.73% | 48.40%-28.7pp | 4.60%+15.1pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $4,895 | $2,473+98.0% | $2,456+99.4% | $2,032+140.9% |
| Participant deferral / active EE | $5,467 | $3,700+47.8% | $3,547+54.1% | $3,224+69.6% |
| Admin fee / account holder | -$46 | $111-141.6% | $5,417-100.8% | $110-141.6% |