Filed July 10, 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 37 · EIN 04-2647786 | Loan Processing | $49,426 |
Service code 27 · EIN 37-1444529 | Advisory (Plan) | $48,851 |
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 | $71,435 | $72,254-1.1% | $86,677-17.6% | $64,808+10.2% |
| Participation rate | 87.0% | 80.4%+6.5pp | 76.6%+10.4pp | 71.5%+15.5pp |
| Annual return | -13.44% | 392.42%-405.9pp | 35.91%-49.3pp | 32.82%-46.3pp |
| Employer contribution / active EE | $2,873 | $2,393+20.0% | $2,836+1.3% | $2,506+14.6% |
| Participant deferral / active EE | $6,777 | $4,658+45.5% | $4,656+45.6% | $4,310+57.2% |
| Admin fee / account holder | $279 | $174+60.7% | $7,493-96.3% | $188+48.8% |