Filed January 27, 2006 (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 37 · EIN 04-2647786 | Loan Processing | $638 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $71,579 | $63,924+12.0% | $108,579-34.1% | $55,167+29.7% |
| Participation rate | 82.8% | 74.3%+8.5pp | 79.6%+3.2pp | 69.0%+13.8pp |
| Annual return | 10.07% | 15.31%-5.2pp | -51.70%+61.8pp | 169.23%-159.2pp |
| Employer contribution / active EE | $146 | $1,879-92.2% | $3,758-96.1% | $1,963-92.6% |
| Participant deferral / active EE | $4,845 | $3,067+58.0% | $4,311+12.4% | $3,054+58.6% |
| Admin fee / account holder | $6 | $618-98.9% | $7,645-99.9% | $504-98.7% |