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) | $83,317 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,090 |
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 | $182,034 | $122,239+48.9% | $184,203-1.2% | $74,495+144.4% |
| Participation rate | 91.4% | 85.5%+5.9pp | 86.8%+4.5pp | 67.2%+24.2pp |
| Annual return | 16.17% | 19.95%-3.8pp | 28.81%-12.6pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $18,166 | $7,139+154.5% | $9,131+98.9% | $4,346+318.0% |
| Admin fee / account holder | $557 | $1,260-55.8% | $13,901-96.0% | $1,942-71.3% |