Filed November 9, 2005 (most recent of 2 filings on file)
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 27 · EIN 47-1411118 | Advisory (Plan) | $13,038 |
PPS PENSION & FINANCIAL SERVICES4+ years Filed as: PPS PENSION & FINANCIAL SVS, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $9,778 |
FREED MAXICK CPAS PC1 year Filed as: FREED MAXICK Service code 10 · EIN 16-1163586 | Accounting | $7,500 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,790 |
Filed as: PPS PENSION & FINANCIAL Service code 15 · EIN 16-1062503 | Recordkeeping | $2,850 |
PPS PENSION & FINANCIAL SERVICES4+ years Filed as: PPS PENSION & FINANCIAL SERV., INC. Service code 13 | Contract Administrator | $1,365 |
PPS PENSION & FINANCIAL SERVICES4+ years Filed as: PPS PENSION & FINANCIAL SERV.,INC. Service code 13 | Contract Administrator | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,134 | $47,977-14.3% | $154,107-73.3% | $56,287-26.9% |
| Participation rate | 52.2% | 66.2%-14.0pp | 83.0%-30.8pp | 69.9%-17.7pp |
| Annual return | -4.04% | 3.54%-7.6pp | 735.12%-739.2pp | -9.96%+5.9pp |
| Employer contribution / active EE | $692 | $2,169-68.1% | $5,298-86.9% | $2,111-67.2% |
| Participant deferral / active EE | $1,647 | $2,392-31.2% | $5,081-67.6% | $3,350-50.8% |
| Admin fee / account holder | $308 | $438-29.7% | $13,411-97.7% | $521-40.8% |