Filed August 7, 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 |
|---|---|---|
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 12657 ALCOSTA BLVD., SUITE 500 · SAN RAMON, CA 945834600 | Accounting | $9,961 |
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $1,504 |
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 | $91,584 | $45,035+103.4% | $62,995+45.4% | $70,131+30.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.26% | 18.76%-4.5pp | 87.57%-73.3pp | 73.14%-58.9pp |
| Employer contribution / active EE | $3,221 | $2,051+57.0% | $2,759+16.8% | $2,342+37.5% |
| Participant deferral / active EE | $5,722 | $2,465+132.2% | $3,329+71.9% | $3,332+71.7% |
| Admin fee / account holder | $51 | $2,834-98.2% | $3,600-98.6% | $4,645-98.9% |