Filed October 18, 2004
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 47-1411118 | Advisory (Plan) | $10,000 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $7,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$263,280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,870 | $123,048-54.6% | $81,983-31.9% | $106,222-47.4% |
| Participation rate | 40.2% | 65.1%-24.8pp | 69.2%-29.0pp | 70.8%-30.6pp |
| Annual return | 22.95% | 14.83%+8.1pp | 41.31%-18.4pp | 21.69%+1.3pp |
| Employer contribution / active EE | $969 | $3,893-75.1% | $2,498-61.2% | $2,723-64.4% |
| Participant deferral / active EE | $1,522 | $4,168-63.5% | $3,722-59.1% | $4,600-66.9% |
| Admin fee / account holder | $18 | $116-84.7% | $5,664-99.7% | $78-77.3% |