Filed July 24, 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 |
|---|---|---|
Service code 21 · EIN 16-0373410 | Bank Trustee | $21,398 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,196 | $52,293-53.7% | $178,490-86.4% | $73,409-67.0% |
| Participation rate | 39.1% | 65.3%-26.2pp | 81.9%-42.8pp | 72.2%-33.0pp |
| Annual return | 16.93% | 34.75%-17.8pp | 151.07%-134.1pp | 59.29%-42.4pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,251 | $2,332-46.3% | $5,202-75.9% | $3,805-67.1% |
| Admin fee / account holder | $60 | $127-53.2% | $13,984-99.6% | $158-62.2% |