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 | $81,593 |
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 | $40,136 | $37,196+7.9% | $154,107-74.0% | $55,725-28.0% |
| Participation rate | 89.1% | 64.1%+25.0pp | 83.0%+6.1pp | 70.9%+18.3pp |
| Annual return | -5.46% | 1319.68%-1325.1pp | 735.12%-740.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $879 | $1,614-45.6% | $5,298-83.4% | $2,078-57.7% |
| Participant deferral / active EE | $2,655 | $2,068+28.4% | $5,081-47.7% | $3,356-20.9% |
| Admin fee / account holder | $86 | $102-15.6% | $13,411-99.4% | $115-25.6% |