Filed May 16, 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 8-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 13 · EIN 06-1050034 | Contract Administrator | $70,082 |
ASSET STRATEGY CONSULTANTS5 years Service code 10 · EIN 52-1788440 | Accounting | $24,788 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,604 | $83,057-77.6% | $143,757-87.1% | $89,394-79.2% |
| Participation rate | 100.0% | 74.0%+26.0pp | 80.3%+19.7pp | 71.3%+28.7pp |
| Annual return | 29.89% | -13.97%+43.9pp | -0.04%+29.9pp | -11.89%+41.8pp |
| Employer contribution / active EE | $853 | $2,095-59.3% | $4,951-82.8% | $3,022-71.8% |
| Participant deferral / active EE | $2,686 | $4,281-37.3% | $5,637-52.4% | $5,123-47.6% |
| Admin fee / account holder | $5 | $83-94.4% | $14,673-100.0% | $79-94.1% |