Filed February 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 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 64 · EIN 71-0294708 | Recordkeeping Fees | $485 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $138,449 | $79,428+74.3% | $106,548+29.9% | $79,386+74.4% |
| Participation rate | 69.7% | 74.1%-4.5pp | 76.1%-6.5pp | 70.7%-1.0pp |
| Annual return | 13.28% | 18.27%-5.0pp | 26.80%-13.5pp | 116.85%-103.6pp |
| Employer contribution / active EE | $3,037 | $2,234+36.0% | $2,819+7.7% | $2,427+25.1% |
| Participant deferral / active EE | $5,514 | $3,823+44.2% | $4,398+25.4% | $4,046+36.3% |
| Admin fee / account holder | $3 | $523-99.4% | $7,407-100.0% | $626-99.5% |