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) | $56,959 |
MORNINGSTAR2+ years Service code 27 | Advisory (Plan) | $16,799 |
BENEFIT TRUST COMPANY2+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $7,574 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-3297908 | Advisory (Participants) | $58 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $113,426 | $81,537+39.1% | $149,718-24.2% | $69,631+62.9% |
| Participation rate | 82.0% | 86.1%-4.1pp | 87.1%-5.1pp | 70.7%+11.3pp |
| Annual return | 4.19% | 22.79%-18.6pp | 1501.63%-1497.4pp | 27571.02%-27566.8pp |
| Employer contribution / active EE | $3,004 | $3,239-7.3% | $5,445-44.8% | $2,032+47.8% |
| Participant deferral / active EE | $3,929 | $4,994-21.3% | $6,569-40.2% | $3,224+21.9% |
| Admin fee / account holder | $85 | $107-20.6% | $11,283-99.2% | $110-23.2% |