Filed November 3, 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 60 · EIN 04-2647786 | Sub-TA Fees | -$33,247 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,665 | $118,464-10.0% | $96,544+10.5% | $103,482+3.1% |
| Participation rate | 94.1% | 89.0%+5.1pp | 76.0%+18.1pp | 73.3%+20.8pp |
| Annual return | 22.14% | 18.79%+3.3pp | 25.84%-3.7pp | 33.11%-11.0pp |
| Employer contribution / active EE | $2,406 | $4,210-42.9% | $2,965-18.9% | $3,208-25.0% |
| Participant deferral / active EE | $4,468 | $7,277-38.6% | $4,851-7.9% | $5,207-14.2% |
| Admin fee / account holder | $37 | $81-53.8% | $8,252-99.5% | $114-67.2% |