Filed March 30, 2009 (most recent of 2 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 4-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 | -$215,741 |
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 | $210,649 | $123,286+70.9% | $75,670+178.4% | $77,958+170.2% |
| Participation rate | 98.8% | 78.8%+20.0pp | 72.3%+26.4pp | 71.6%+27.1pp |
| Annual return | 18.95% | 20.45%-1.5pp | 27.34%-8.4pp | 20.87%-1.9pp |
| Employer contribution / active EE | $8,622 | $2,035+323.8% | $2,352+266.6% | $2,310+273.2% |
| Participant deferral / active EE | $9,956 | $3,095+221.6% | $3,142+216.8% | $3,537+181.5% |
| Admin fee / account holder | $0 | $144-100.0% | $5,800-100.0% | $97-100.0% |