Filed February 15, 2005 (most recent of 3 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 60 · EIN 04-2647786 | Sub-TA Fees | -$5,577 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,601 | $47,898+139.3% | $117,472-2.4% | $64,808+76.8% |
| Participation rate | 88.6% | 61.9%+26.7pp | 70.6%+18.0pp | 71.5%+17.2pp |
| Annual return | -17.57% | -15.54%-2.0pp | 29.74%-47.3pp | 32.82%-50.4pp |
| Employer contribution / active EE | $2,975 | $1,774+67.7% | $4,176-28.8% | $2,506+18.7% |
| Participant deferral / active EE | $7,436 | $3,151+136.0% | $4,070+82.7% | $4,310+72.5% |
| Admin fee / account holder | -$5 | $132-103.8% | $5,645-100.1% | $188-102.7% |