Filed April 1, 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 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $192,838 |
AMERICAN FUNDS9+ years Filed as: ADVANCED CAPITAL GROUP Service code 16 · EIN 41-1921960 | Consulting | $50,000 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $12,401 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $15 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,409 | $50,127+104.3% | $149,673-31.6% | $80,160+27.8% |
| Participation rate | 97.8% | 64.3%+33.5pp | 78.8%+19.0pp | 72.9%+24.9pp |
| Annual return | 16.55% | 29.82%-13.3pp | 134.42%-117.9pp | 40.38%-23.8pp |
| Employer contribution / active EE | $1,065 | $1,865-42.9% | $4,818-77.9% | $2,978-64.2% |
| Participant deferral / active EE | $6,201 | $3,194+94.2% | $5,680+9.2% | $5,017+23.6% |
| Admin fee / account holder | $68 | $153-55.7% | $13,210-99.5% | $145-53.3% |