Filed June 15, 2004
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 13 · EIN 42-0127290 | Contract Administrator | $192,410 |
ARGENT TRUST COMPANY8+ years Service code 13 · EIN 62-1437218 | Contract Administrator | $171,179 |
Filed as: MANAGEMENT PLANNING INC Service code 13 · EIN 21-0646362 | Contract Administrator | $34,309 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $67,678 | $32,482+108.4% | $77,024-12.1% | $78,044-13.3% |
| Participation rate | 49.9% | 37.9%+12.0pp | 67.9%-18.0pp | 74.4%-24.6pp |
| Annual return | -7.89% | -7.74%-0.2pp | 42.32%-50.2pp | 10.87%-18.8pp |
| Employer contribution / active EE | $1,233 | $965+27.8% | $2,812-56.2% | $3,125-60.5% |
| Participant deferral / active EE | $2,274 | $2,316-1.8% | $4,426-48.6% | $5,084-55.3% |
| Admin fee / account holder | $85 | $107-21.0% | $5,425-98.4% | $79+7.4% |