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) | $67,549 |
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $16,110 |
BENEFIT TRUST COMPANY3+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $6,996 |
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 | $99,950 | $80,005+24.9% | $140,016-28.6% | $55,725+79.4% |
| Participation rate | 87.0% | 87.0%0pp | 87.5%-0.5pp | 70.9%+16.2pp |
| Annual return | -5.82% | 0.46%-6.3pp | 651.12%-656.9pp | 244.93%-250.7pp |
| Employer contribution / active EE | $3,312 | $3,403-2.7% | $5,606-40.9% | $2,078+59.4% |
| Participant deferral / active EE | $4,531 | $5,264-13.9% | $6,927-34.6% | $3,356+35.0% |
| Admin fee / account holder | $95 | $116-17.9% | $10,705-99.1% | $115-17.5% |