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 | $265,096 |
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 | $161,875 | $156,529+3.4% | $93,606+72.9% | $82,204+96.9% |
| Participation rate | 99.5% | 86.5%+13.0pp | 75.8%+23.7pp | 73.4%+26.1pp |
| Annual return | 21.66% | 20.36%+1.3pp | 32.76%-11.1pp | 26.31%-4.7pp |
| Employer contribution / active EE | $6,895 | $4,800+43.6% | $2,718+153.7% | $2,707+154.7% |
| Participant deferral / active EE | $5,960 | $6,674-10.7% | $4,069+46.5% | $4,246+40.4% |
| Admin fee / account holder | $23 | $65-64.6% | $7,888-99.7% | $76-69.7% |