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 | $19,598 |
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 | $26,250 | $58,927-55.5% | $76,817-65.8% | $72,985-64.0% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 18.78% | 2305.64%-2286.9pp | 1166.11%-1147.3pp | 81.00%-62.2pp |
| Employer contribution / active EE | $671 | $1,787-62.4% | $2,302-70.8% | $2,440-72.5% |
| Participant deferral / active EE | $1,599 | $2,690-40.6% | $3,336-52.1% | $3,607-55.7% |
| Admin fee / account holder | $187 | $4,013-95.3% | $6,420-97.1% | $5,124-96.4% |