Filed March 28, 2007 (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 |
|---|---|---|
DEFINITI LLC5 years Service code 15 · EIN 85-0833363 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Recordkeeping | $0 |
Service code 28 · EIN 47-1411118 4340 REDWOOD HWY · SANF RAFAEL, CA 94903 | Investment Management | $0 |
NATIONWIDE10+ years Service code 10 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $0 |
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 | $81,455 | $50,815+60.3% | $155,509-47.6% | $77,643+4.9% |
| Participation rate | 45.1% | 63.1%-18.0pp | 78.2%-33.1pp | 70.6%-25.4pp |
| Annual return | 13.04% | 34.80%-21.8pp | 64.67%-51.6pp | 31.24%-18.2pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,292 | $2,822+87.5% | $5,626-5.9% | $4,647+13.9% |
| Admin fee / account holder | $65 | $437-85.1% | $15,912-99.6% | $430-84.9% |