Filed July 20, 2006 (most recent of 4 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 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 | $28,242 |
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 | $95,140 | $88,515+7.5% | $162,163-41.3% | $67,579+40.8% |
| Participation rate | 96.8% | 86.8%+10.0pp | 87.6%+9.2pp | 71.3%+25.5pp |
| Annual return | 21.26% | 27.04%-5.8pp | 115.59%-94.3pp | 378.56%-357.3pp |
| Employer contribution / active EE | $4,181 | $3,563+17.3% | $5,614-25.5% | $2,148+94.7% |
| Participant deferral / active EE | $5,620 | $5,724-1.8% | $7,298-23.0% | $3,539+58.8% |
| Admin fee / account holder | $44 | $124-64.8% | $10,843-99.6% | $142-69.4% |