Filed January 30, 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 |
|---|---|---|
MORNINGSTAR7 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,742 | $53,053-55.2% | $126,539-81.2% | $74,304-68.0% |
| Participation rate | 96.1% | 48.0%+48.1pp | 69.8%+26.3pp | 60.3%+35.7pp |
| Annual return | 10.87% | 29.46%-18.6pp | 425.95%-415.1pp | 29.43%-18.6pp |
| Employer contribution / active EE | $1,569 | $1,168+34.4% | $3,674-57.3% | $2,241-30.0% |
| Participant deferral / active EE | $2,473 | $2,303+7.4% | $4,083-39.4% | $3,767-34.3% |
| Admin fee / account holder | $15 | $3,698-99.6% | $6,065-99.8% | $2,969-99.5% |