Filed February 10, 2005 (most recent of 3 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 37 · EIN 04-2647786 | Loan Processing | $1,763,739 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $110,500 |
Service code 16 75 STATE STREET · BOSTON, MA 02109 | Consulting | $102,908 |
Filed as: TEAL BECKER & CHIARAMONTE Service code 10 · EIN 14-1624930 | Accounting | $11,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $394,097 | $68,330+476.8% | $149,673+163.3% | $96,393+308.8% |
| Participation rate | 0.6% | 74.6%-74.0pp | 78.8%-78.2pp | 71.3%-70.7pp |
| Annual return | 14.13% | 29.64%-15.5pp | 134.42%-120.3pp | 22.88%-8.8pp |
| Employer contribution / active EE | $1,226 | $2,139-42.7% | $4,818-74.6% | $3,238-62.1% |
| Participant deferral / active EE | $4,090 | $4,422-7.5% | $5,680-28.0% | $5,455-25.0% |
| Admin fee / account holder | $256 | $52+391.5% | $13,210-98.1% | $74+245.9% |