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 | $9,969 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,470 | $102,553+123.8% | $151,611+51.4% | $66,914+242.9% |
| Participation rate | 96.8% | 85.5%+11.3pp | 87.5%+9.3pp | 69.8%+27.0pp |
| Annual return | -15.84% | -10.82%-5.0pp | 3.33%-19.2pp | 1.58%-17.4pp |
| Employer contribution / active EE | $16,353 | $4,180+291.2% | $6,166+165.2% | $2,544+542.8% |
| Participant deferral / active EE | $6,115 | $6,641-7.9% | $8,363-26.9% | $4,237+44.3% |
| Admin fee / account holder | $443 | $630-29.7% | $11,616-96.2% | $593-25.4% |