Filed October 18, 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 64 · EIN 04-2647786 | Recordkeeping Fees | $3,547 |
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 | $35,022 | $52,293-33.0% | $178,490-80.4% | $73,409-52.3% |
| Participation rate | 39.0% | 65.3%-26.3pp | 81.9%-42.9pp | 72.2%-33.2pp |
| Annual return | 17.92% | 34.75%-16.8pp | 151.07%-133.1pp | 59.29%-41.4pp |
| Employer contribution / active EE | $618 | $1,735-64.4% | $5,011-87.7% | $2,234-72.4% |
| Participant deferral / active EE | $919 | $2,332-60.6% | $5,202-82.3% | $3,805-75.8% |
| Admin fee / account holder | $33 | $127-74.0% | $13,984-99.8% | $158-79.1% |