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 | $14,006 |
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 | $86,296 | $84,487+2.1% | $125,339-31.1% | $66,914+29.0% |
| Participation rate | 93.4% | 76.4%+17.0pp | 82.4%+11.1pp | 69.8%+23.6pp |
| Annual return | -15.35% | -8.39%-7.0pp | 572.05%-587.4pp | 1.58%-16.9pp |
| Employer contribution / active EE | $6,041 | $3,553+70.0% | $4,814+25.5% | $2,544+137.4% |
| Participant deferral / active EE | $5,647 | $6,781-16.7% | $7,446-24.2% | $4,237+33.3% |
| Admin fee / account holder | $62 | $685-91.0% | $10,010-99.4% | $593-89.6% |