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 49 · EIN 04-1590850 | Other Services | $18,461 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $11,512 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS Service code 13 | Contract Administrator | $1,785 |
ADP BROKER-DEALER3+ years Filed as: PENSION CONSULTANTS, INC. Service code 13 · EIN 06-1504963 | Contract Administrator | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,582 | $47,977-21.7% | $154,107-75.6% | $56,287-33.2% |
| Participation rate | 39.9% | 66.2%-26.3pp | 83.0%-43.1pp | 69.9%-29.9pp |
| Annual return | -4.12% | 3.54%-7.7pp | 735.12%-739.2pp | -9.96%+5.8pp |
| Employer contribution / active EE | $728 | $2,169-66.4% | $5,298-86.3% | $2,111-65.5% |
| Participant deferral / active EE | $1,242 | $2,392-48.1% | $5,081-75.6% | $3,350-62.9% |
| Admin fee / account holder | $150 | $438-65.8% | $13,411-98.9% | $521-71.2% |