Filed August 20, 2002
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 |
|---|---|---|
TIAA7 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $20,008 |
SMITH & HOWARD, PC2 years Filed as: SMITH & HOWARD, P.C. Service code 10 · EIN 58-1250486 | Accounting | $6,199 |
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 | $99,207 | $91,621+8.3% | $67,511+46.9% | $77,671+27.7% |
| Participation rate | 67.4% | 76.0%-8.6pp | 72.9%-5.5pp | 70.6%-3.2pp |
| Annual return | 13.22% | 14.87%-1.7pp | 3517.41%-3504.2pp | 31.21%-18.0pp |
| Employer contribution / active EE | $2,692 | $3,184-15.5% | $2,733-1.5% | $2,726-1.3% |
| Participant deferral / active EE | $4,296 | $3,906+10.0% | $4,000+7.4% | $4,648-7.6% |
| Admin fee / account holder | $60 | $176-66.2% | $3,999-98.5% | $430-86.2% |