Filed February 24, 2005
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 |
|---|---|---|
FEELEY & DRISCOLL, PC1+ years Filed as: FEELEY AND DRISCOLL, P.C. Service code 10 · EIN 04-2684828 | Accounting | $11,647 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $813 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,422 | $52,681+75.4% | $75,781+22.0% | $59,632+55.0% |
| Participation rate | 65.5% | 67.2%-1.8pp | 75.8%-10.3pp | 68.7%-3.2pp |
| Annual return | -0.95% | 2.95%-3.9pp | 9.68%-10.6pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $952 | $2,193-56.6% | $3,323-71.4% | $2,203-56.8% |
| Participant deferral / active EE | $3,746 | $2,591+44.6% | $3,651+2.6% | $3,192+17.4% |
| Admin fee / account holder | $153 | $3,610-95.8% | $5,299-97.1% | $4,297-96.4% |