Filed October 18, 2004
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 |
|---|---|---|
KPMG LLP1+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $27,700 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,856 | $67,166+120.1% | $57,343+157.8% | $55,191+167.9% |
| Participation rate | 98.8% | 77.7%+21.0pp | 75.1%+23.7pp | 69.2%+29.6pp |
| Annual return | 2.71% | 4.22%-1.5pp | 24.39%-21.7pp | 10.78%-8.1pp |
| Employer contribution / active EE | $6,242 | $2,812+122.0% | $2,689+132.2% | $1,899+228.7% |
| Participant deferral / active EE | $3,859 | $2,835+36.1% | $3,162+22.0% | $3,046+26.7% |
| Admin fee / account holder | $39 | $44-11.2% | $3,356-98.8% | $91-57.4% |