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 | $19,519 |
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).
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 | $79,005 | $61,272+28.9% | $149,673-47.2% | $71,457+10.6% |
| Participation rate | 47.6% | 62.5%-14.9pp | 78.8%-31.1pp | 67.9%-20.3pp |
| Annual return | 19.21% | 35.85%-16.6pp | 134.42%-115.2pp | 28.85%-9.6pp |
| Employer contribution / active EE | $817 | $2,378-65.6% | $4,818-83.0% | $2,588-68.4% |
| Participant deferral / active EE | $2,513 | $2,917-13.9% | $5,680-55.8% | $4,289-41.4% |
| Admin fee / account holder | $206 | $1,261-83.7% | $13,210-98.4% | $1,587-87.0% |