Filed February 27, 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 60 · EIN 04-2647786 | Sub-TA Fees | -$68,759 |
Form 5500 reported that benefits due were not provided when due.
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 | $144,932 | $65,292+122.0% | $71,671+102.2% | $77,958+85.9% |
| Participation rate | 89.2% | 67.4%+21.8pp | 68.7%+20.4pp | 71.6%+17.5pp |
| Annual return | 16.76% | 21.25%-4.5pp | 20.65%-3.9pp | 20.87%-4.1pp |
| Employer contribution / active EE | $6,423 | $2,085+208.1% | $2,460+161.1% | $2,310+178.0% |
| Participant deferral / active EE | $9,272 | $3,008+208.2% | $3,438+169.7% | $3,537+162.2% |
| Admin fee / account holder | -$10 | $84-111.4% | $5,558-100.2% | $97-109.9% |