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) | $85,960 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $41,611 |
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 | $55,822 | $75,388-26.0% | $123,544-54.8% | $55,725+0.2% |
| Participation rate | 85.8% | 75.7%+10.1pp | 82.3%+3.5pp | 70.9%+14.9pp |
| Annual return | -2.33% | 4.48%-6.8pp | 119.20%-121.5pp | 244.93%-247.3pp |
| Employer contribution / active EE | $1,995 | $3,063-34.9% | $4,628-56.9% | $2,078-4.0% |
| Participant deferral / active EE | $6,682 | $5,651+18.2% | $6,426+4.0% | $3,356+99.1% |
| Admin fee / account holder | $272 | $120+127.2% | $9,284-97.1% | $115+136.2% |