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 | $7,217 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,143 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,267 | $52,208-3.7% | $86,612-42.0% | $74,419-32.5% |
| Participation rate | 77.4% | 66.3%+11.1pp | 71.7%+5.7pp | 70.7%+6.7pp |
| Annual return | 1.59% | 44.46%-42.9pp | 591.07%-589.5pp | 34.38%-32.8pp |
| Employer contribution / active EE | $2,271 | $2,282-0.5% | $3,022-24.9% | $2,637-13.9% |
| Participant deferral / active EE | $2,685 | $3,383-20.6% | $4,438-39.5% | $4,528-40.7% |
| Admin fee / account holder | $12 | $319-96.2% | $5,614-99.8% | $348-96.5% |