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 |
|---|---|---|
BKD, LLP1+ years Service code 10 · EIN 44-0160260 | Accounting | $8,420 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $750 |
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 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 | $61,018 | $52,884+15.4% | $84,750-28.0% | $55,167+10.6% |
| Participation rate | 63.4% | 67.5%-4.1pp | 76.6%-13.2pp | 69.0%-5.6pp |
| Annual return | 6.97% | 18.03%-11.1pp | 22.78%-15.8pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,065 | $2,233-52.3% | $3,574-70.2% | $1,963-45.7% |
| Participant deferral / active EE | $3,179 | $2,644+20.3% | $3,712-14.3% | $3,054+4.1% |
| Admin fee / account holder | $59 | $581-89.8% | $5,332-98.9% | $504-88.3% |