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 | $7,273 |
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 | $122,784 | $101,317+21.2% | $146,958-16.4% | $74,495+64.8% |
| Participation rate | 91.6% | 75.5%+16.1pp | 82.2%+9.4pp | 67.2%+24.4pp |
| Annual return | 14.53% | 8730.91%-8716.4pp | 418.34%-403.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $8,575 | $3,810+125.1% | $4,933+73.8% | $2,623+226.9% |
| Participant deferral / active EE | $7,350 | $7,303+0.6% | $8,070-8.9% | $4,346+69.1% |
| Admin fee / account holder | $32 | $1,739-98.1% | $12,998-99.8% | $1,942-98.3% |