Filed October 24, 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 42-0127290 | Contract Administrator | $27,147 |
EKS&H LLLP1 year Filed as: EKS & H Service code 10 · EIN 46-1497033 | Accounting | $14,700 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,754 | $65,118-49.7% | $76,768-57.3% | $55,725-41.2% |
| Participation rate | 92.2% | 79.6%+12.6pp | 77.0%+15.2pp | 70.9%+21.3pp |
| Annual return | 42.84% | -1.27%+44.1pp | 2.43%+40.4pp | 244.93%-202.1pp |
| Employer contribution / active EE | $11 | $1,941-99.4% | $2,485-99.5% | $2,078-99.4% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $76 | $116-34.1% | $6,675-98.9% | $115-33.7% |