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 FINANCIAL2+ years Service code 16 · EIN 04-3046611 | Consulting | $34,857 |
FISCHER DORWART, P.C.2+ years Filed as: FISCHER CUNNANE & ASSOCIATES LTD Service code 10 · EIN 23-3060583 | Accounting | $13,081 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $236,191 | $46,732+405.4% | $156,549+50.9% | $55,167+328.1% |
| Participation rate | 68.5% | 65.8%+2.7pp | 84.0%-15.5pp | 69.0%-0.4pp |
| Annual return | 7.02% | 17.72%-10.7pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $3,119 | $2,105+48.2% | $5,501-43.3% | $1,963+58.9% |
| Participant deferral / active EE | $7,128 | $2,204+223.4% | $4,871+46.3% | $3,054+133.4% |
| Admin fee / account holder | $293 | $418-30.0% | $13,027-97.8% | $504-41.9% |