Filed December 27, 2005 (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 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 27 · EIN 35-2552359 | Advisory (Plan) | $75,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,199 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $252,862 | $98,982+155.5% | $162,163+55.9% | $65,185+287.9% |
| Participation rate | 98.0% | 85.8%+12.2pp | 87.6%+10.4pp | 70.2%+27.8pp |
| Annual return | 19.15% | 24.84%-5.7pp | 115.59%-96.4pp | 29.38%-10.2pp |
| Employer contribution / active EE | $15,621 | $3,467+350.6% | $5,614+178.3% | $2,177+617.7% |
| Participant deferral / active EE | $5,936 | $5,384+10.2% | $7,298-18.7% | $3,514+68.9% |
| Admin fee / account holder | $465 | $596-22.0% | $10,843-95.7% | $847-45.1% |