Filed May 5, 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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Float re... | $20,724 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,575 | $61,272+70.7% | $149,673-30.1% | $71,457+46.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 14.92% | 35.85%-20.9pp | 134.42%-119.5pp | 28.85%-13.9pp |
| Employer contribution / active EE | $3,658 | $2,378+53.8% | $4,818-24.1% | $2,588+41.4% |
| Participant deferral / active EE | $7,005 | $2,917+140.1% | $5,680+23.3% | $4,289+63.3% |
| Admin fee / account holder | $41 | $1,261-96.8% | $13,210-99.7% | $1,587-97.4% |