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 | $17,138 |
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 | $22,286 | $62,127-64.1% | $81,382-72.6% | $74,495-70.1% |
| Participation rate | 97.2% | 64.0%+33.2pp | 69.5%+27.8pp | 67.2%+30.0pp |
| Annual return | 9.49% | 16.48%-7.0pp | 24.73%-15.2pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $855 | $1,882-54.6% | $2,463-65.3% | $2,623-67.4% |
| Participant deferral / active EE | $2,819 | $3,229-12.7% | $3,883-27.4% | $4,346-35.1% |
| Admin fee / account holder | $143 | $1,934-92.6% | $5,768-97.5% | $1,942-92.6% |