Filed April 27, 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 35-0145825 | Recordkeeping | $55,086 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $21,098 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,798 | $65,908+19.6% | $81,812-3.7% | $77,643+1.5% |
| Participation rate | 35.2% | 65.8%-30.6pp | 72.3%-37.2pp | 70.6%-35.4pp |
| Annual return | 11.08% | 26.64%-15.6pp | 773.79%-762.7pp | 31.24%-20.2pp |
| Employer contribution / active EE | $489 | $2,370-79.4% | $2,912-83.2% | $2,726-82.0% |
| Participant deferral / active EE | $1,856 | $3,505-47.1% | $4,319-57.0% | $4,647-60.1% |
| Admin fee / account holder | $174 | $526-67.0% | $7,386-97.6% | $430-59.6% |