Filed January 31, 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 37 · EIN 04-2647786 | Loan Processing | $2,769 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $97,609 | $74,089+31.7% | $133,980-27.1% | $55,167+76.9% |
| Participation rate | 89.5% | 84.3%+5.2pp | 87.1%+2.5pp | 69.0%+20.5pp |
| Annual return | 6.16% | 12.11%-6.0pp | 29.30%-23.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $2,754 | $3,064-10.1% | $5,211-47.2% | $1,963+40.3% |
| Participant deferral / active EE | $7,815 | $4,678+67.1% | $6,282+24.4% | $3,054+155.9% |
| Admin fee / account holder | $25 | $458-94.5% | $9,324-99.7% | $504-95.0% |