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 | $21,255 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,871 | $47,126-53.6% | $149,673-85.4% | $74,419-70.6% |
| Participation rate | 49.3% | 63.4%-14.1pp | 78.8%-29.5pp | 70.7%-21.4pp |
| Annual return | 18.56% | 22.75%-4.2pp | 134.42%-115.9pp | 34.38%-15.8pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,452 | $2,728-46.8% | $5,680-74.4% | $4,528-67.9% |
| Admin fee / account holder | $47 | $343-86.2% | $13,210-99.6% | $348-86.4% |