Filed January 23, 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 |
|---|---|---|
FARBER HASS HURLEY LLP1+ years Service code 10 · EIN 20-4207759 | Accounting | $24,811 |
ALPHAPOINT, INC.1+ years Service code 27 · EIN 14-1884337 | Advisory (Plan) | $15,000 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,885 |
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 | $81,092 | $37,039+118.9% | $147,614-45.1% | $59,188+37.0% |
| Participation rate | 81.9% | 63.8%+18.1pp | 84.6%-2.7pp | 69.4%+12.5pp |
| Annual return | 0.67% | 7.19%-6.5pp | 61.98%-61.3pp | 5.51%-4.8pp |
| Employer contribution / active EE | $2,894 | $1,353+113.9% | $5,564-48.0% | $2,098+37.9% |
| Participant deferral / active EE | $4,705 | $2,094+124.7% | $4,895-3.9% | $3,265+44.1% |
| Admin fee / account holder | $14 | $60-76.1% | $11,611-99.9% | $92-84.4% |