Filed December 10, 2007 (most recent of 2 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 64 · EIN 04-2647786 | Recordkeeping Fees | $3,913 |
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 | $58,815 | $68,408-14.0% | $57,179+2.9% | $57,658+2.0% |
| Participation rate | 99.6% | 79.1%+20.4pp | 75.3%+24.2pp | 70.2%+29.3pp |
| Annual return | 7.35% | 8.51%-1.2pp | 14.59%-7.2pp | 5.13%+2.2pp |
| Employer contribution / active EE | $4,343 | $2,869+51.4% | $2,682+61.9% | $1,974+120.1% |
| Participant deferral / active EE | $2,553 | $2,903-12.1% | $3,096-17.6% | $3,061-16.6% |
| Admin fee / account holder | $4 | $70-94.8% | $3,139-99.9% | $95-96.2% |