Filed November 9, 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 27 · EIN 93-1244319 | Advisory (Plan) | $65,114 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $32,348 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,387 | $155,795-59.3% | $136,294-53.5% | $69,631-9.0% |
| Participation rate | 76.3% | 75.2%+1.0pp | 81.9%-5.6pp | 70.7%+5.6pp |
| Annual return | 25.38% | 232464.33%-232439.0pp | 5155.94%-5130.6pp | 27571.02%-27545.6pp |
| Employer contribution / active EE | $1,562 | $2,991-47.8% | $4,695-66.7% | $2,032-23.1% |
| Participant deferral / active EE | $5,809 | $5,394+7.7% | $6,247-7.0% | $3,224+80.2% |
| Admin fee / account holder | $266 | $128+107.3% | $9,243-97.1% | $110+140.8% |