Filed June 15, 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 |
|---|---|---|
Filed as: BARNES DENNIG Service code 10 · EIN 31-1119890 | Accounting | $9,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $875 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $115,919 | $66,310+74.8% | $93,606+23.8% | $65,185+77.8% |
| Participation rate | 53.4% | 74.0%-20.6pp | 75.8%-22.4pp | 70.2%-16.8pp |
| Annual return | 23.77% | 42.58%-18.8pp | 32.76%-9.0pp | 29.38%-5.6pp |
| Employer contribution / active EE | $853 | $2,012-57.6% | $2,718-68.6% | $2,177-60.8% |
| Participant deferral / active EE | $3,074 | $3,342-8.0% | $4,069-24.5% | $3,514-12.5% |
| Admin fee / account holder | $99 | $6,897-98.6% | $7,888-98.7% | $847-88.3% |