Filed November 19, 2005
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 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $46,544 | $62,928-26.0% | $172,739-73.1% | $67,579-31.1% |
| Participation rate | 86.2% | 64.5%+21.7pp | 82.6%+3.5pp | 71.3%+14.9pp |
| Annual return | 24.44% | 30.36%-5.9pp | 802.84%-778.4pp | 378.56%-354.1pp |
| Employer contribution / active EE | $1,372 | $1,636-16.1% | $5,143-73.3% | $2,148-36.1% |
| Participant deferral / active EE | $4,496 | $2,145+109.6% | $5,198-13.5% | $3,539+27.0% |
| Admin fee / account holder | $214 | $167+28.2% | $13,954-98.5% | $142+50.1% |