Filed January 6, 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 13 · EIN 42-0127290 | Contract Administrator | $54,134 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $136,925 | $131,799+3.9% | $200,582-31.7% | $85,563+60.0% |
| Participation rate | 99.0% | 87.9%+11.0pp | 86.9%+12.1pp | 66.0%+33.0pp |
| Annual return | 13.56% | 21.59%-8.0pp | 42.33%-28.8pp | 31.51%-18.0pp |
| Employer contribution / active EE | $6,089 | $4,532+34.4% | $6,419-5.1% | $2,654+129.5% |
| Participant deferral / active EE | $6,540 | $7,702-15.1% | $9,331-29.9% | $4,375+49.5% |
| Admin fee / account holder | $152 | $235-35.3% | $16,305-99.1% | $834-81.8% |