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 | $42,938 |
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 | $137,090 | $100,227+36.8% | $169,993-19.4% | $74,419+84.2% |
| Participation rate | 97.8% | 87.3%+10.5pp | 87.0%+10.8pp | 70.7%+27.1pp |
| Annual return | 16.27% | 66.08%-49.8pp | 53.37%-37.1pp | 34.38%-18.1pp |
| Employer contribution / active EE | $5,135 | $4,263+20.5% | $6,785-24.3% | $2,637+94.7% |
| Participant deferral / active EE | $7,627 | $7,143+6.8% | $10,408-26.7% | $4,528+68.4% |
| Admin fee / account holder | $60 | $234-74.3% | $12,815-99.5% | $348-82.7% |