Filed March 28, 2005
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 8-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 |
|---|---|---|
SAGE, RUTTY AND CO., INC.3 years Service code 27 · EIN 16-0620690 | Advisory (Plan) | $42,605 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,613 |
Service code 13 · EIN 22-2725182 | Contract Administrator | $14,900 |
RGD & PARTNERS1 year Service code 10 · EIN 20-3723571 | Accounting | $8,000 |
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 | $117,149 | $58,083+101.7% | $80,019+46.4% | $56,287+108.1% |
| Participation rate | 97.0% | 73.6%+23.4pp | 75.8%+21.2pp | 69.9%+27.2pp |
| Annual return | -5.26% | 34.61%-39.9pp | 11.22%-16.5pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,610 | $1,932-16.7% | $2,468-34.8% | $2,111-23.7% |
| Participant deferral / active EE | $5,667 | $3,135+80.8% | $3,686+53.8% | $3,350+69.2% |
| Admin fee / account holder | $142 | $623-77.2% | $6,521-97.8% | $521-72.7% |