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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,606 |
Service code 28 · EIN 13-2638166 | Investment Management | $36,314 |
BARNES WENDLING CPAS INC2 years Service code 10 · EIN 34-1463411 | Accounting | $22,275 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $154,550 | $58,083+166.1% | $80,019+93.1% | $56,287+174.6% |
| Participation rate | 87.4% | 73.6%+13.8pp | 75.8%+11.6pp | 69.9%+17.5pp |
| Annual return | -4.16% | 34.61%-38.8pp | 11.22%-15.4pp | -9.96%+5.8pp |
| Employer contribution / active EE | $2,064 | $1,932+6.8% | $2,468-16.4% | $2,111-2.2% |
| Participant deferral / active EE | $4,601 | $3,135+46.8% | $3,686+24.8% | $3,350+37.4% |
| Admin fee / account holder | $504 | $623-19.0% | $6,521-92.3% | $521-3.2% |