Filed November 16, 2005
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 |
|---|---|---|
CHAO & COMPANY, LTD1 year Service code 28 · EIN 52-1804602 | Investment Management | $113,000 |
GROOM LAW GROUP2 years Filed as: GROOM LAW GROUP, CHARTERED Service code 28 · EIN 52-1219029 | Investment Management | $44,425 |
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 | $118,842 | $43,999+170.1% | $79,464+49.6% | $55,725+113.3% |
| Participation rate | 98.3% | 66.9%+31.4pp | 73.3%+25.0pp | 70.9%+27.5pp |
| Annual return | -3.56% | 1.81%-5.4pp | 718.14%-721.7pp | 244.93%-248.5pp |
| Employer contribution / active EE | $8,238 | $1,830+350.3% | $2,800+194.2% | $2,078+296.4% |
| Participant deferral / active EE | $5,097 | $2,538+100.8% | $3,704+37.6% | $3,356+51.9% |
| Admin fee / account holder | $123 | $118+4.9% | $5,113-97.6% | $115+7.1% |