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 |
|---|---|---|
Filed as: EXPERIENTIAL WEALTH, INC Service code 28 · EIN 52-1804602 | Investment Management | $80,757 |
GROOM LAW GROUP4 years Filed as: GROOM LAW GROUP, CHARTERED Service code 28 · EIN 52-1219029 | Investment Management | $53,214 |
BDO USA, LLP4 years Service code 10 · EIN 13-5381590 | Accounting | $23,866 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $300 |
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 | $150,252 | $52,670+185.3% | $90,404+66.2% | $73,409+104.7% |
| Participation rate | 99.1% | 67.7%+31.4pp | 72.7%+26.4pp | 72.2%+26.9pp |
| Annual return | 13.60% | 20.70%-7.1pp | 1293.02%-1279.4pp | 59.29%-45.7pp |
| Employer contribution / active EE | $9,899 | $1,872+428.9% | $3,262+203.5% | $2,234+343.2% |
| Participant deferral / active EE | $6,309 | $2,807+124.8% | $3,963+59.2% | $3,805+65.8% |
| Admin fee / account holder | $118 | $117+1.4% | $5,611-97.9% | $158-25.0% |