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, LLP4+ years Service code 10 · EIN 44-0160260 | Accounting | $9,568 |
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 | $75,235 | $63,114+19.2% | $92,893-19.0% | $65,185+15.4% |
| Participation rate | 71.1% | 68.8%+2.3pp | 76.0%-5.0pp | 70.2%+0.9pp |
| Annual return | 26.68% | 28.75%-2.1pp | 109.41%-82.7pp | 29.38%-2.7pp |
| Employer contribution / active EE | $1,256 | $2,571-51.1% | $3,653-65.6% | $2,177-42.3% |
| Participant deferral / active EE | $3,944 | $3,108+26.9% | $4,236-6.9% | $3,514+12.2% |
| Admin fee / account holder | $59 | $624-90.6% | $5,794-99.0% | $847-93.1% |