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 | $20,963 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,567 | $55,415+68.8% | $155,509-39.8% | $74,495+25.6% |
| Participation rate | 45.5% | 61.9%-16.4pp | 78.2%-32.7pp | 67.2%-21.7pp |
| Annual return | 16.04% | 268.50%-252.5pp | 64.67%-48.6pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $809 | $2,267-64.3% | $4,672-82.7% | $2,623-69.1% |
| Participant deferral / active EE | $2,757 | $2,836-2.8% | $5,626-51.0% | $4,346-36.6% |
| Admin fee / account holder | $234 | $1,738-86.6% | $15,912-98.5% | $1,942-88.0% |