Filed August 1, 2006 (most recent of 3 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 6-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 19 · EIN 51-0396365 | Securities Custodian | $279,014 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,928 | $58,202-36.6% | $172,739-78.6% | $89,569-58.8% |
| Participation rate | 89.4% | 72.8%+16.6pp | 82.6%+6.8pp | 69.6%+19.9pp |
| Annual return | 20.56% | 61.59%-41.0pp | 802.84%-782.3pp | 34.56%-14.0pp |
| Employer contribution / active EE | $1,300 | $1,759-26.1% | $5,143-74.7% | $2,584-49.7% |
| Participant deferral / active EE | $2,482 | $3,335-25.6% | $5,198-52.2% | $4,220-41.2% |
| Admin fee / account holder | $20 | $53-61.1% | $13,954-99.9% | $72-71.4% |