Filed November 9, 2005 (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 15 · EIN 04-1590850 | Recordkeeping | $1,053 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $312 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
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 | $81,458 | $45,324+79.7% | $122,332-33.4% | $69,631+17.0% |
| Participation rate | 98.3% | 59.9%+38.4pp | 71.6%+26.7pp | 70.7%+27.6pp |
| Annual return | 17.49% | 25.35%-7.9pp | 30.27%-12.8pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $2,439 | $1,230+98.4% | $4,050-39.8% | $2,032+20.0% |
| Participant deferral / active EE | $4,522 | $2,367+91.0% | $3,287+37.6% | $3,224+40.3% |
| Admin fee / account holder | $2 | $87-97.2% | $5,478-100.0% | $110-97.8% |