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 | $91,762+8.1% | $67,502+47.0% | $77,643+27.8% |
| Participation rate | 67.4% | 75.9%-8.5pp | 72.9%-5.5pp | 70.6%-3.2pp |
| Annual return | 13.22% | 14.87%-1.6pp | 3512.12%-3498.9pp | 31.24%-18.0pp |
| Employer contribution / active EE | $2,692 | $3,181-15.4% | $2,731-1.4% | $2,726-1.2% |
| Participant deferral / active EE | $4,296 | $3,903+10.1% | $4,000+7.4% | $4,647-7.6% |
| Admin fee / account holder | $60 | $176-66.2% | $3,998-98.5% | $430-86.2% |