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 LLP2+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $31,078 |
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 | $150,859 | $68,408+120.5% | $57,179+163.8% | $57,658+161.6% |
| Participation rate | 99.1% | 79.1%+19.9pp | 75.3%+23.7pp | 70.2%+28.8pp |
| Annual return | 6.33% | 8.51%-2.2pp | 14.59%-8.3pp | 5.13%+1.2pp |
| Employer contribution / active EE | $6,573 | $2,869+129.1% | $2,682+145.0% | $1,974+233.0% |
| Participant deferral / active EE | $4,095 | $2,903+41.0% | $3,096+32.3% | $3,061+33.8% |
| Admin fee / account holder | $42 | $70-40.1% | $3,139-98.7% | $95-55.9% |