Filed November 14, 2008 (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 27 · EIN 61-1758632 | Advisory (Plan) | $61,964 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,088 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $160,372 | $130,194+23.2% | $169,993-5.7% | $71,457+124.4% |
| Participation rate | 90.5% | 86.1%+4.4pp | 87.0%+3.5pp | 67.9%+22.6pp |
| Annual return | 29.71% | 20.37%+9.3pp | 53.37%-23.7pp | 28.85%+0.9pp |
| Employer contribution / active EE | $0 | $4,381-100.0% | $6,785-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $16,637 | $6,923+140.3% | $10,408+59.9% | $4,289+287.9% |
| Admin fee / account holder | $447 | $966-53.7% | $12,815-96.5% | $1,587-71.8% |