Filed September 12, 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 13 · EIN 41-0417830 | Contract Administrator | $2,270 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,343 | $130,194-47.5% | $169,993-59.8% | $71,457-4.4% |
| Participation rate | 78.3% | 86.1%-7.8pp | 87.0%-8.7pp | 67.9%+10.4pp |
| Annual return | 16.08% | 20.37%-4.3pp | 53.37%-37.3pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,221 | $4,381-72.1% | $6,785-82.0% | $2,588-52.8% |
| Participant deferral / active EE | $3,972 | $6,923-42.6% | $10,408-61.8% | $4,289-7.4% |
| Admin fee / account holder | $24 | $966-97.6% | $12,815-99.8% | $1,587-98.5% |