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 | -$144,074 |
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 | $155,917 | $110,699+40.8% | $177,821-12.3% | $90,288+72.7% |
| Participation rate | 99.6% | 88.3%+11.2pp | 87.7%+11.8pp | 73.4%+26.2pp |
| Annual return | 19.67% | 22.79%-3.1pp | 48.32%-28.7pp | 53.97%-34.3pp |
| Employer contribution / active EE | $3,403 | $4,118-17.4% | $5,918-42.5% | $2,524+34.8% |
| Participant deferral / active EE | $6,626 | $6,731-1.6% | $7,714-14.1% | $4,232+56.6% |
| Admin fee / account holder | $15 | $90-82.8% | $12,427-99.9% | $114-86.4% |