Filed January 17, 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 04-2647786 | Recordkeeping Fees | $19,752 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,620 | $52,953+31.5% | $172,739-59.7% | $65,185+6.8% |
| Participation rate | 64.1% | 66.2%-2.1pp | 82.6%-18.6pp | 70.2%-6.1pp |
| Annual return | 21.42% | 30.12%-8.7pp | 802.84%-781.4pp | 29.38%-8.0pp |
| Employer contribution / active EE | $1,608 | $2,190-26.6% | $5,143-68.7% | $2,177-26.1% |
| Participant deferral / active EE | $2,760 | $2,471+11.7% | $5,198-46.9% | $3,514-21.4% |
| Admin fee / account holder | $169 | $472-64.2% | $13,954-98.8% | $847-80.1% |