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 |
|---|---|---|
PPS PENSION & FINANCIAL SERVICES9+ years Filed as: PPS PENSION & FINANCIAL SERV., INC. Service code 13 | Contract Administrator | $16,853 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,752 |
PPS PENSION & FINANCIAL SERVICES9+ years Filed as: PPS PENSION & FINANCIAL SVS, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $12,177 |
Filed as: EMPOWER ANNUITY INS CO. OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $7,781 |
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 | $36,873 | $61,272-39.8% | $149,673-75.4% | $71,457-48.4% |
| Participation rate | 57.4% | 62.5%-5.1pp | 78.8%-21.3pp | 67.9%-10.5pp |
| Annual return | 13.43% | 35.85%-22.4pp | 134.42%-121.0pp | 28.85%-15.4pp |
| Employer contribution / active EE | $592 | $2,378-75.1% | $4,818-87.7% | $2,588-77.1% |
| Participant deferral / active EE | $1,922 | $2,917-34.1% | $5,680-66.2% | $4,289-55.2% |
| Admin fee / account holder | $100 | $1,261-92.1% | $13,210-99.2% | $1,587-93.7% |