Filed December 30, 2003 (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 10 · EIN 52-2370901 | Accounting | $9,872 |
MEEDER ASSET MANAGEMENT, INC4 years Filed as: MEEDER ASSET MANAGEMENT Service code 27 · EIN 31-0841498 | Advisory (Plan) | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,531 | $91,746-42.7% | $146,665-64.2% | $93,030-43.5% |
| Participation rate | 52.0% | 80.9%-28.9pp | 80.1%-28.1pp | 73.9%-21.9pp |
| Annual return | 20.40% | 18.28%+2.1pp | 22.74%-2.3pp | 158.70%-138.3pp |
| Employer contribution / active EE | $0 | $2,815-100.0% | $4,136-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $2,200 | $4,589-52.1% | $5,506-60.0% | $4,562-51.8% |
| Admin fee / account holder | $21 | $101-79.6% | $10,280-99.8% | $152-86.4% |