Filed November 17, 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 35-0145825 | Recordkeeping | $21,005 |
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 | $72,354 | $58,694+23.3% | $142,863-49.4% | $85,850-15.7% |
| Participation rate | 94.0% | 58.5%+35.6pp | 71.9%+22.1pp | 69.3%+24.7pp |
| Annual return | 13.31% | 27.72%-14.4pp | 5637.54%-5624.2pp | 318.53%-305.2pp |
| Employer contribution / active EE | $3,013 | $1,423+111.8% | $4,144-27.3% | $2,565+17.5% |
| Participant deferral / active EE | $4,569 | $2,607+75.2% | $3,837+19.1% | $3,952+15.6% |
| Admin fee / account holder | $7 | $4,239-99.8% | $6,560-99.9% | $6,260-99.9% |