Filed March 7, 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 |
|---|---|---|
QUALIFIED PLANS, LLC1 year Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 49 · EIN 20-0223513 | Other Services | $19,215 |
Service code 99 · EIN 82-1364595 | Other Fees | $18,830 |
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 27 · EIN 42-1445429 | Advisory (Plan) | $13,669 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,739 | $66,601-13.3% | $92,893-37.8% | $67,579-14.6% |
| Participation rate | 80.7% | 72.5%+8.2pp | 76.0%+4.7pp | 71.3%+9.4pp |
| Annual return | 24.53% | 92.58%-68.0pp | 109.41%-84.9pp | 378.56%-354.0pp |
| Employer contribution / active EE | $1,314 | $2,775-52.6% | $3,653-64.0% | $2,148-38.8% |
| Participant deferral / active EE | $3,606 | $3,157+14.2% | $4,236-14.9% | $3,539+1.9% |
| Admin fee / account holder | $228 | $199+14.5% | $5,794-96.1% | $142+60.1% |