Filed August 29, 2008
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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SVC Service code 15 · EIN 16-1503696 | Recordkeeping | $5,919 |
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 | $111,019 | $104,475+6.3% | $159,436-30.4% | $79,386+39.8% |
| Participation rate | 92.0% | 76.6%+15.4pp | 82.8%+9.2pp | 70.7%+21.3pp |
| Annual return | 18.38% | 67.95%-49.6pp | 263.57%-245.2pp | 116.85%-98.5pp |
| Employer contribution / active EE | $8,060 | $3,417+135.9% | $4,829+66.9% | $2,427+232.0% |
| Participant deferral / active EE | $6,054 | $6,467-6.4% | $7,352-17.7% | $4,046+49.6% |
| Admin fee / account holder | $28 | $711-96.1% | $10,799-99.7% | $626-95.6% |