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 | $18,849 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,930 | $63,764-60.9% | $81,930-69.6% | $79,858-68.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | -0.56% | 22.66%-23.2pp | 29.49%-30.0pp | 31.71%-32.3pp |
| Employer contribution / active EE | $658 | $1,795-63.3% | $4,310-84.7% | $2,471-73.3% |
| Participant deferral / active EE | $1,740 | $2,780-37.4% | $7,107-75.5% | $3,740-53.5% |
| Admin fee / account holder | $180 | $4,426-95.9% | $5,158-96.5% | $5,306-96.6% |