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 | $25,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,933 | $61,156+37.2% | $185,823-54.8% | $79,386+5.7% |
| Participation rate | 65.5% | 66.6%-1.1pp | 81.7%-16.2pp | 70.7%-5.2pp |
| Annual return | 15.26% | 19.45%-4.2pp | 122.05%-106.8pp | 116.85%-101.6pp |
| Employer contribution / active EE | $263 | $2,321-88.7% | $5,167-94.9% | $2,427-89.2% |
| Participant deferral / active EE | $2,876 | $2,789+3.1% | $5,568-48.3% | $4,046-28.9% |
| Admin fee / account holder | $226 | $710-68.1% | $16,237-98.6% | $626-63.9% |