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 | $17,717 |
Service code 53 · EIN 74-2794194 | Insurance Commissions | $12,783 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS Service code 13 | Contract Administrator | $4,680 |
ADP BROKER-DEALER4+ 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).
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 | $42,001 | $62,928-33.3% | $172,739-75.7% | $67,579-37.8% |
| Participation rate | 35.5% | 64.5%-28.9pp | 82.6%-47.1pp | 71.3%-35.8pp |
| Annual return | 20.23% | 30.36%-10.1pp | 802.84%-782.6pp | 378.56%-358.3pp |
| Employer contribution / active EE | $682 | $1,636-58.3% | $5,143-86.7% | $2,148-68.3% |
| Participant deferral / active EE | $1,174 | $2,145-45.3% | $5,198-77.4% | $3,539-66.8% |
| Admin fee / account holder | $141 | $167-15.6% | $13,954-99.0% | $142-1.2% |