Filed January 12, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $29,808 |
NEARMAN MAYNARD VALLEZ CPAS2 years Filed as: NEARMAN MAYNARD VALLEX Service code 10 10661 N KENDALL DR · MIAMI, FL 33176 | Accounting | $10,600 |
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 | $73,118 | $86,897-15.9% | $151,611-51.8% | $64,808+12.8% |
| Participation rate | 95.0% | 87.3%+7.7pp | 87.5%+7.5pp | 71.5%+23.5pp |
| Annual return | -16.04% | -3.57%-12.5pp | 3.33%-19.4pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,789 | $4,010-55.4% | $6,166-71.0% | $2,506-28.6% |
| Participant deferral / active EE | $4,447 | $6,690-33.5% | $8,363-46.8% | $4,310+3.2% |
| Admin fee / account holder | $40 | $153-73.8% | $11,616-99.7% | $188-78.7% |