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 SERVICES10+ years Filed as: PPS PENSION & FINANCIAL SVS, INC. Service code 13 · EIN 16-1062503 | Contract Administrator | $19,362 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,038 |
Filed as: EMPOWER ANNUITY INS CO. OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $14,131 |
PPS PENSION & FINANCIAL SERVICES10+ years Filed as: PPS PENSION & FINANCIAL SERV., INC. Service code 13 | Contract Administrator | $5,149 |
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 | $32,915 | $55,415-40.6% | $155,509-78.8% | $74,495-55.8% |
| Participation rate | 70.5% | 61.9%+8.6pp | 78.2%-7.7pp | 67.2%+3.3pp |
| Annual return | 12.21% | 268.50%-256.3pp | 64.67%-52.5pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $588 | $2,267-74.1% | $4,672-87.4% | $2,623-77.6% |
| Participant deferral / active EE | $2,027 | $2,836-28.5% | $5,626-64.0% | $4,346-53.3% |
| Admin fee / account holder | $142 | $1,738-91.8% | $15,912-99.1% | $1,942-92.7% |