Filed June 22, 2006 (most recent of 2 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 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 15 · EIN 16-1503696 | Recordkeeping | $53,023 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,216 | $62,586-37.3% | $76,768-48.9% | $64,186-38.9% |
| Participation rate | 84.7% | 72.8%+11.9pp | 77.0%+7.7pp | 69.6%+15.1pp |
| Annual return | -4.90% | -1.95%-2.9pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $835 | $1,832-54.4% | $2,485-66.4% | $2,381-64.9% |
| Participant deferral / active EE | $2,818 | $3,145-10.4% | $3,852-26.8% | $3,470-18.8% |
| Admin fee / account holder | $446 | $4,667-90.5% | $6,675-93.3% | $4,888-90.9% |