Filed April 4, 2006 (most recent of 3 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 9-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 15 · EIN 35-0145825 | Recordkeeping | $76,294 |
BODEN KLEIN & SNEESBY5 years Service code 10 · EIN 68-0465737 | Accounting | $6,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $208,344 | $88,087+136.5% | $164,866+26.4% | $74,546+179.5% |
| Participation rate | 54.0% | 73.1%-19.1pp | 78.6%-24.6pp | 67.2%-13.2pp |
| Annual return | 16.03% | 17.27%-1.2pp | 69.97%-53.9pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $3,242 | $2,595+24.9% | $4,343-25.3% | $2,624+23.5% |
| Participant deferral / active EE | $5,886 | $4,499+30.8% | $6,033-2.4% | $4,347+35.4% |
| Admin fee / account holder | $3 | $2,232-99.9% | $12,689-100.0% | $1,944-99.8% |