Filed October 21, 2008 (most recent of 2 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 52 · EIN 04-1590850 | Indirect Investment Fees | $18,002 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $10,982 |
ADP BROKER-DEALER2+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $4,846 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS Service code 13 | Contract Administrator | $4,294 |
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 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 | $33,348 | $55,453-39.9% | $170,442-80.4% | $62,292-46.5% |
| Participation rate | 41.6% | 66.4%-24.8pp | 83.6%-42.0pp | 69.5%-28.0pp |
| Annual return | 16.73% | 21.38%-4.6pp | 205.93%-189.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $667 | $2,164-69.2% | $5,433-87.7% | $2,042-67.3% |
| Participant deferral / active EE | $1,018 | $2,303-55.8% | $4,939-79.4% | $3,169-67.9% |
| Admin fee / account holder | $162 | $455-64.4% | $13,880-98.8% | $479-66.2% |