Filed July 16, 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 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 26 · EIN 71-0294708 | Advisory (Participants) | $25,285 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $15,836 |
BENEFIT TRUST COMPANY1+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $6,833 |
STOCK YARDS BANK & TRUST1+ years Filed as: STOCK YARDS BANK & TRUST COMPANY Service code 99 · EIN 61-0354170 | Other Fees | $5,000 |
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 | $120,674 | $71,802+68.1% | $133,980-9.9% | $57,658+109.3% |
| Participation rate | 79.2% | 85.5%-6.3pp | 87.1%-7.9pp | 70.2%+9.0pp |
| Annual return | 32.23% | 13.51%+18.7pp | 29.30%+2.9pp | 5.13%+27.1pp |
| Employer contribution / active EE | $2,833 | $3,161-10.4% | $5,211-45.6% | $1,974+43.5% |
| Participant deferral / active EE | $3,715 | $4,606-19.3% | $6,282-40.9% | $3,061+21.4% |
| Admin fee / account holder | $42 | $88-52.2% | $9,324-99.6% | $95-55.6% |