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 | $20,367 |
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 | $93,191 | $91,407+2.0% | $135,903-31.4% | $71,457+30.4% |
| Participation rate | 95.7% | 75.7%+20.1pp | 81.9%+13.8pp | 67.9%+27.8pp |
| Annual return | 17.66% | 29.90%-12.2pp | 68.23%-50.6pp | 28.85%-11.2pp |
| Employer contribution / active EE | $7,555 | $3,703+104.0% | $4,856+55.6% | $2,588+192.0% |
| Participant deferral / active EE | $6,072 | $7,092-14.4% | $7,758-21.7% | $4,289+41.6% |
| Admin fee / account holder | $82 | $1,266-93.5% | $10,762-99.2% | $1,587-94.8% |