Filed June 14, 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 | $26,028 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,112 | $81,233-38.3% | $155,567-67.8% | $80,874-38.0% |
| Participation rate | 86.7% | 66.2%+20.5pp | 78.2%+8.5pp | 67.6%+19.1pp |
| Annual return | 14.46% | 33.33%-18.9pp | 64.74%-50.3pp | 35.62%-21.2pp |
| Employer contribution / active EE | $3,195 | $3,101+3.0% | $4,674-31.6% | $2,756+16.0% |
| Participant deferral / active EE | $5,061 | $3,452+46.6% | $5,628-10.1% | $4,297+17.8% |
| Admin fee / account holder | $186 | $7,998-97.7% | $15,916-98.8% | $6,935-97.3% |