Filed October 20, 2006
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 | $90,662 |
Form 5500 reported that benefits due were not provided when due.
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 | $44,369 | $46,173-3.9% | $170,442-74.0% | $69,631-36.3% |
| Participation rate | 84.3% | 63.9%+20.4pp | 83.6%+0.7pp | 70.7%+13.6pp |
| Annual return | 16.40% | 21.62%-5.2pp | 205.93%-189.5pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $916 | $1,610-43.1% | $5,433-83.1% | $2,032-54.9% |
| Participant deferral / active EE | $2,532 | $2,080+21.7% | $4,939-48.7% | $3,224-21.4% |
| Admin fee / account holder | $103 | $116-11.1% | $13,880-99.3% | $110-6.6% |