Filed January 17, 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 |
|---|---|---|
IMPACT RETIREMENT ADVISORS2 years Service code 27 · EIN 99-1021446 | Advisory (Plan) | $37,400 |
Service code 10 · EIN 16-1503696 | Accounting | $30,912 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $69,575 | $130,224-46.6% | $197,124-64.7% | $79,634-12.6% |
| Participation rate | 92.9% | 87.8%+5.0pp | 86.7%+6.1pp | 62.5%+30.4pp |
| Annual return | 17.28% | 23.65%-6.4pp | 44.34%-27.1pp | 36.46%-19.2pp |
| Employer contribution / active EE | $1,769 | $4,314-59.0% | $6,227-71.6% | $2,529-30.1% |
| Participant deferral / active EE | $4,059 | $7,378-45.0% | $9,135-55.6% | $3,835+5.9% |
| Admin fee / account holder | $244 | $254-4.1% | $16,298-98.5% | $1,002-75.6% |