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 | $17,775 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,435 | $43,504-48.4% | $68,793-67.4% | $56,287-60.1% |
| Participation rate | 99.0% | 67.8%+31.2pp | 72.2%+26.8pp | 69.9%+29.2pp |
| Annual return | -7.52% | -3.15%-4.4pp | -4.63%-2.9pp | -9.96%+2.4pp |
| Employer contribution / active EE | $514 | $1,525-66.3% | $2,625-80.4% | $2,111-75.6% |
| Participant deferral / active EE | $1,194 | $2,509-52.4% | $3,311-63.9% | $3,350-64.4% |
| Admin fee / account holder | $165 | $515-68.0% | $5,131-96.8% | $521-68.4% |