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, LLP2+ years Service code 10 · EIN 44-0160260 | Accounting | $8,684 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $909 |
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 | $68,380 | $58,726+16.4% | $92,233-25.9% | $62,292+9.8% |
| Participation rate | 66.8% | 68.3%-1.5pp | 76.5%-9.7pp | 69.5%-2.7pp |
| Annual return | 15.89% | 43.62%-27.7pp | 176.28%-160.4pp | 28.90%-13.0pp |
| Employer contribution / active EE | $1,084 | $2,392-54.7% | $3,679-70.5% | $2,042-46.9% |
| Participant deferral / active EE | $3,265 | $2,766+18.0% | $3,897-16.2% | $3,169+3.0% |
| Admin fee / account holder | $56 | $556-89.9% | $5,194-98.9% | $479-88.2% |