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) | $12,764 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,133 |
PPS PENSION & FINANCIAL SERVICES5+ years Filed as: PPS PENSION & FINANCIAL SVS, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $5,800 |
PPS PENSION & FINANCIAL SERVICES5+ years Filed as: PPS PENSION & FINANCIAL SERV., INC. Service code 13 | Contract Administrator | $5,456 |
PPS PENSION & FINANCIAL SERVICES5+ years Filed as: PPS PENSION & FINANCIAL SERV.,INC. Service code 14 | Plan Administrator | $75 |
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 | $50,089 | $52,953-5.4% | $172,739-71.0% | $65,185-23.2% |
| Participation rate | 50.3% | 66.2%-15.9pp | 82.6%-32.4pp | 70.2%-19.9pp |
| Annual return | 18.71% | 30.12%-11.4pp | 802.84%-784.1pp | 29.38%-10.7pp |
| Employer contribution / active EE | $692 | $2,190-68.4% | $5,143-86.5% | $2,177-68.2% |
| Participant deferral / active EE | $1,637 | $2,471-33.7% | $5,198-68.5% | $3,514-53.4% |
| Admin fee / account holder | $224 | $472-52.4% | $13,954-98.4% | $847-73.5% |