Filed January 9, 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 13 · EIN 42-0127290 | Contract Administrator | $11,091 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $25,658 | $57,065-55.0% | $75,670-66.1% | $70,131-63.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 14.71% | 23.57%-8.9pp | 27.34%-12.6pp | 73.14%-58.4pp |
| Employer contribution / active EE | $406 | $1,817-77.6% | $2,352-82.7% | $2,342-82.7% |
| Participant deferral / active EE | $1,030 | $2,580-60.1% | $3,142-67.2% | $3,332-69.1% |
| Admin fee / account holder | $218 | $3,825-94.3% | $5,800-96.2% | $4,645-95.3% |