Filed January 6, 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 64 · EIN 71-0294708 | Recordkeeping Fees | $6,479 |
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).
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 | $44,095 | $52,670-16.3% | $90,404-51.2% | $73,409-39.9% |
| Participation rate | 87.8% | 67.7%+20.2pp | 72.7%+15.2pp | 72.2%+15.7pp |
| Annual return | 0.09% | 20.70%-20.6pp | 1293.02%-1292.9pp | 59.29%-59.2pp |
| Employer contribution / active EE | $1,847 | $1,872-1.3% | $3,262-43.4% | $2,234-17.3% |
| Participant deferral / active EE | $2,367 | $2,807-15.7% | $3,963-40.3% | $3,805-37.8% |
| Admin fee / account holder | $11 | $117-90.9% | $5,611-99.8% | $158-93.3% |