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 | $869,163 |
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 | $39,849 | $59,339-32.8% | $149,673-73.4% | $103,482-61.5% |
| Participation rate | 95.4% | 70.2%+25.2pp | 78.8%+16.6pp | 73.3%+22.1pp |
| Annual return | 16.93% | 77.78%-60.8pp | 134.42%-117.5pp | 33.11%-16.2pp |
| Employer contribution / active EE | $2,585 | $2,178+18.7% | $4,818-46.3% | $3,208-19.4% |
| Participant deferral / active EE | $4,562 | $3,716+22.8% | $5,680-19.7% | $5,207-12.4% |
| Admin fee / account holder | $49 | $103-52.6% | $13,210-99.6% | $114-57.3% |