Filed August 30, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $54,556 |
WELL AND GOOD LLC3 years Service code 28 · EIN 27-0984119 | Investment Management | $8,400 |
Annual investment return 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 | $153,638 | $83,884+83.2% | $64,056+139.8% | $74,419+106.5% |
| Participation rate | 97.6% | 76.6%+21.0pp | 72.3%+25.3pp | 70.7%+26.9pp |
| Annual return | 9.84% | 16.57%-6.7pp | 33.69%-23.8pp | 34.38%-24.5pp |
| Employer contribution / active EE | $6,227 | $3,084+102.0% | $2,747+126.7% | $2,637+136.1% |
| Participant deferral / active EE | $5,297 | $3,692+43.5% | $3,880+36.5% | $4,528+17.0% |
| Admin fee / account holder | $50 | $196-74.5% | $3,068-98.4% | $348-85.6% |