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 | $12,608 |
MORNINGSTAR2 years 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 | $48,986 | $47,722+2.6% | $82,719-40.8% | $64,808-24.4% |
| Participation rate | 83.8% | 67.6%+16.1pp | 72.6%+11.2pp | 71.5%+12.3pp |
| Annual return | -4.77% | -13.05%+8.3pp | 701.18%-705.9pp | 32.82%-37.6pp |
| Employer contribution / active EE | $1,592 | $2,179-26.9% | $3,009-47.1% | $2,506-36.5% |
| Participant deferral / active EE | $2,229 | $3,329-33.0% | $4,395-49.3% | $4,310-48.3% |
| Admin fee / account holder | $0 | $143-100.0% | $5,329-100.0% | $188-100.0% |