Filed July 26, 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 26 · EIN 04-2675571 | Advisory (Participants) | $25,892 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,012 | $56,317-52.0% | $71,209-62.1% | $74,304-63.6% |
| Participation rate | 87.2% | 55.1%+32.1pp | 73.8%+13.5pp | 60.3%+26.9pp |
| Annual return | 10.74% | 42.83%-32.1pp | 282.51%-271.8pp | 29.43%-18.7pp |
| Employer contribution / active EE | $669 | $2,160-69.0% | $2,721-75.4% | $2,241-70.2% |
| Participant deferral / active EE | $2,136 | $2,788-23.4% | $4,175-48.8% | $3,767-43.3% |
| Admin fee / account holder | $286 | $2,290-87.5% | $5,349-94.7% | $2,969-90.4% |