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 | $21,429 |
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 | $26,822 | $69,515-61.4% | $86,874-69.1% | $85,850-68.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 12.20% | 20.12%-7.9pp | 63.52%-51.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $800 | $1,880-57.4% | $2,495-67.9% | $2,565-68.8% |
| Participant deferral / active EE | $1,957 | $2,919-33.0% | $3,699-47.1% | $3,952-50.5% |
| Admin fee / account holder | $202 | $5,972-96.6% | $5,828-96.5% | $6,260-96.8% |