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 | $26,432 |
Service code 27 · EIN 38-2472558 | Advisory (Plan) | $26,062 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,864 | $86,286-44.5% | $111,297-57.0% | $85,850-44.2% |
| Participation rate | 99.0% | 73.3%+25.7pp | 77.3%+21.7pp | 69.3%+29.7pp |
| Annual return | 16.31% | 19.99%-3.7pp | 54.65%-38.3pp | 318.53%-302.2pp |
| Employer contribution / active EE | $2,294 | $2,043+12.3% | $2,731-16.0% | $2,565-10.6% |
| Participant deferral / active EE | $3,145 | $3,641-13.6% | $4,487-29.9% | $3,952-20.4% |
| Admin fee / account holder | $394 | $8,188-95.2% | $7,964-95.0% | $6,260-93.7% |