Filed December 1, 2003
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 15 · EIN 35-0145825 | Recordkeeping | $25,212 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,519 | $69,763+120.1% | $67,502+127.4% | $74,495+106.1% |
| Participation rate | 62.2% | 71.4%-9.2pp | 72.9%-10.7pp | 67.2%-5.0pp |
| Annual return | 16.13% | -40.34%+56.5pp | 3512.12%-3496.0pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $3,708 | $2,704+37.1% | $2,731+35.8% | $2,623+41.4% |
| Participant deferral / active EE | $3,713 | $3,636+2.1% | $4,000-7.2% | $4,346-14.6% |
| Admin fee / account holder | $8 | $896-99.1% | $3,998-99.8% | $1,942-99.6% |