Filed August 29, 2006 (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 49 · EIN 22-3734996 | Other Services | $0 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$104,591 |
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 | $138,291 | $95,776+44.4% | $162,163-14.7% | $77,787+77.8% |
| Participation rate | 99.7% | 88.6%+11.1pp | 87.6%+12.2pp | 73.2%+26.5pp |
| Annual return | 22.83% | 37.03%-14.2pp | 115.59%-92.8pp | 32.57%-9.7pp |
| Employer contribution / active EE | $3,181 | $3,874-17.9% | $5,614-43.3% | $2,504+27.0% |
| Participant deferral / active EE | $6,215 | $6,125+1.5% | $7,298-14.8% | $3,967+56.7% |
| Admin fee / account holder | -$56 | $88-163.9% | $10,843-100.5% | $100-156.0% |