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 | $3,269 |
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 | $117,258 | $100,041+17.2% | $149,718-21.7% | $70,131+67.2% |
| Participation rate | 91.8% | 83.6%+8.2pp | 87.1%+4.7pp | 69.5%+22.2pp |
| Annual return | 24.47% | 27.43%-3.0pp | 1501.63%-1477.2pp | 73.14%-48.7pp |
| Employer contribution / active EE | $2,906 | $3,662-20.6% | $5,445-46.6% | $2,342+24.1% |
| Participant deferral / active EE | $8,395 | $4,983+68.5% | $6,569+27.8% | $3,332+152.0% |
| Admin fee / account holder | $27 | $8,286-99.7% | $11,283-99.8% | $4,645-99.4% |