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 26 · EIN 71-0294708 | Advisory (Participants) | $55,966 |
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 | $99,864 | $71,516+39.6% | $98,439+1.4% | $71,457+39.8% |
| Participation rate | 79.5% | 72.7%+6.8pp | 75.2%+4.3pp | 67.9%+11.6pp |
| Annual return | 18.42% | 32.41%-14.0pp | 21.16%-2.7pp | 28.85%-10.4pp |
| Employer contribution / active EE | $4,022 | $2,399+67.7% | $3,048+32.0% | $2,588+55.5% |
| Participant deferral / active EE | $6,849 | $4,109+66.7% | $4,738+44.6% | $4,289+59.7% |
| Admin fee / account holder | $266 | $1,675-84.1% | $8,948-97.0% | $1,587-83.2% |