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 | $16,922 |
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 | $19,188 | $54,229-64.6% | $70,092-72.6% | $68,494-72.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -16.04% | -13.87%-2.2pp | 190.73%-206.8pp | -7.84%-8.2pp |
| Employer contribution / active EE | $791 | $2,018-60.8% | $2,559-69.1% | $2,596-69.5% |
| Participant deferral / active EE | $2,069 | $2,956-30.0% | $3,849-46.2% | $4,027-48.6% |
| Admin fee / account holder | $160 | $4,694-96.6% | $6,267-97.5% | $5,403-97.0% |