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) | $73,474 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,527 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $261,243 | $136,307+91.7% | $177,821+46.9% | $73,488+255.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 12.42% | 18.68%-6.3pp | 48.32%-35.9pp | 28.51%-16.1pp |
| Employer contribution / active EE | $17,535 | $3,712+372.4% | $5,918+196.3% | $2,270+672.4% |
| Participant deferral / active EE | $6,109 | $5,829+4.8% | $7,714-20.8% | $3,740+63.4% |
| Admin fee / account holder | $453 | $596-23.9% | $12,427-96.4% | $513-11.7% |