Filed March 31, 2005 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $204,932 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,715 | $48,406+112.2% | $104,607-1.8% | $90,288+13.8% |
| Participation rate | 86.7% | 64.3%+22.5pp | 74.1%+12.7pp | 73.4%+13.4pp |
| Annual return | 17.95% | 18.72%-0.8pp | 340.46%-322.5pp | 53.97%-36.0pp |
| Employer contribution / active EE | $4,647 | $1,115+316.9% | $2,681+73.4% | $2,524+84.1% |
| Participant deferral / active EE | $5,491 | $2,436+125.4% | $3,740+46.8% | $4,232+29.8% |
| Admin fee / account holder | $69 | $76-9.0% | $6,473-98.9% | $114-39.5% |