Filed November 29, 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 |
|---|---|---|
LPL FINANCIAL1+ years Service code 16 · EIN 04-3046611 | Consulting | $34,373 |
FISCHER DORWART, P.C.1+ years Filed as: FISCHER CUNNANE & ASSOCIATES LTD Service code 10 · EIN 23-3060583 | Accounting | $12,764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $226,385 | $46,360+388.3% | $147,614+53.4% | $52,331+332.6% |
| Participation rate | 5.2% | 64.9%-59.8pp | 84.6%-79.4pp | 68.1%-62.9pp |
| Annual return | 1.33% | 1.62%-0.3pp | 61.98%-60.6pp | 4.54%-3.2pp |
| Employer contribution / active EE | $4,831 | $2,126+127.2% | $5,564-13.2% | $1,882+156.7% |
| Participant deferral / active EE | $8,102 | $2,258+258.9% | $4,895+65.5% | $3,022+168.1% |
| Admin fee / account holder | $304 | $766-60.2% | $11,611-97.4% | $592-48.5% |