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) | $14,386 |
PPS PENSION & FINANCIAL SERVICES6+ years Filed as: PPS PENSION & FINANCIAL SVS, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $6,500 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $5,471 |
PPS PENSION & FINANCIAL SERVICES6+ years Filed as: PPS PENSION & FINANCIAL SERV., INC. Service code 13 | Contract Administrator | $5,440 |
PPS PENSION & FINANCIAL SERVICES6+ years Filed as: PPS PENSION & FINANCIAL SERV.,INC. Service code 14 | Plan Administrator | $250 |
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 | $57,431 | $58,879-2.5% | $178,490-67.8% | $73,488-21.9% |
| Participation rate | 44.3% | 66.2%-21.9pp | 81.9%-37.6pp | 70.7%-26.4pp |
| Annual return | 15.02% | 24.86%-9.8pp | 151.07%-136.1pp | 28.51%-13.5pp |
| Employer contribution / active EE | $740 | $2,236-66.9% | $5,011-85.2% | $2,270-67.4% |
| Participant deferral / active EE | $1,769 | $2,567-31.1% | $5,202-66.0% | $3,740-52.7% |
| Admin fee / account holder | $231 | $400-42.2% | $13,984-98.3% | $513-54.9% |