Filed July 23, 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 13 · EIN 42-0127290 | Contract Administrator | $75,248 |
GUARDIAN WEALTH PARTNERS LLP2 years Filed as: GUARDIAN WEALTH PARTNERS Service code 27 · EIN 83-2336062 | Advisory (Plan) | $30,144 |
Filed as: GUARDIAN WEALTH ADVISORS Service code 27 · EIN 84-2787345 | Advisory (Plan) | $10,424 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $47,189 | $91,372-48.4% | $129,995-63.7% | $74,419-36.6% |
| Participation rate | 96.6% | 77.8%+18.8pp | 78.5%+18.1pp | 70.7%+25.9pp |
| Annual return | 20.85% | 23.21%-2.4pp | -137.18%+158.0pp | 34.38%-13.5pp |
| Employer contribution / active EE | $1,242 | $2,563-51.5% | $4,320-71.2% | $2,637-52.9% |
| Participant deferral / active EE | $6,161 | $4,721+30.5% | $5,820+5.9% | $4,528+36.1% |
| Admin fee / account holder | $228 | $283-19.4% | $10,614-97.8% | $348-34.3% |