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 | $23,974 |
Service code 27 · EIN 38-2472558 | Advisory (Plan) | $13,301 |
Service code 27 · EIN 26-4799373 | Advisory (Plan) | $12,407 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,337 | $78,422-38.4% | $95,952-49.6% | $79,858-39.5% |
| Participation rate | 96.8% | 73.5%+23.3pp | 77.1%+19.7pp | 69.6%+27.2pp |
| Annual return | 17.68% | 19.37%-1.7pp | 91.61%-73.9pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,310 | $1,945+18.8% | $2,541-9.1% | $2,471-6.5% |
| Participant deferral / active EE | $3,231 | $3,440-6.1% | $4,167-22.4% | $3,740-13.6% |
| Admin fee / account holder | $407 | $5,622-92.8% | $6,795-94.0% | $5,306-92.3% |