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 | $6,344 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,169 |
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 | $52,554 | $58,290-9.8% | $98,442-46.6% | $86,799-39.5% |
| Participation rate | 83.7% | 68.3%+15.4pp | 73.3%+10.4pp | 72.3%+11.4pp |
| Annual return | 29.53% | 43.48%-14.0pp | 1492.73%-1463.2pp | 97.91%-68.4pp |
| Employer contribution / active EE | $1,873 | $2,008-6.7% | $2,960-36.7% | $2,405-22.2% |
| Participant deferral / active EE | $2,451 | $3,152-22.3% | $4,276-42.7% | $4,131-40.7% |
| Admin fee / account holder | $10 | $138-92.8% | $5,949-99.8% | $170-94.1% |