Filed February 7, 2007 (most recent of 2 filings on file)
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 16 · EIN 04-2647786 | Consulting | $207,063 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,156 | $106,649+27.7% | $80,019+70.2% | $68,904+97.6% |
| Participation rate | 99.1% | 88.1%+11.0pp | 75.8%+23.3pp | 74.1%+25.0pp |
| Annual return | 1.96% | -0.87%+2.8pp | 11.22%-9.3pp | 1.07%+0.9pp |
| Employer contribution / active EE | $6,582 | $4,132+59.3% | $2,468+166.7% | $2,540+159.1% |
| Participant deferral / active EE | $5,550 | $6,395-13.2% | $3,686+50.6% | $4,015+38.2% |
| Admin fee / account holder | $18 | $58-69.4% | $6,521-99.7% | $71-75.1% |