Filed November 9, 2005
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 61-6209147 | Recordkeeping | $44,874 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $28,841 | $52,884-45.5% | $84,750-66.0% | $55,167-47.7% |
| Participation rate | 72.3% | 67.5%+4.8pp | 76.6%-4.3pp | 69.0%+3.3pp |
| Annual return | -0.80% | 18.03%-18.8pp | 22.78%-23.6pp | 169.23%-170.0pp |
| Employer contribution / active EE | $7,847 | $2,233+251.4% | $3,574+119.6% | $1,963+299.9% |
| Participant deferral / active EE | $435 | $2,644-83.6% | $3,712-88.3% | $3,054-85.8% |
| Admin fee / account holder | $261 | $581-55.1% | $5,332-95.1% | $504-48.2% |