Filed July 1, 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 14 · EIN 36-2181973 | Plan Administrator | $9,425 |
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 | $94,736 | $70,083+35.2% | $59,878+58.2% | $55,725+70.0% |
| Participation rate | 98.2% | 78.4%+19.9pp | 74.7%+23.5pp | 70.9%+27.4pp |
| Annual return | 0.31% | 3.13%-2.8pp | 3.46%-3.2pp | 244.93%-244.6pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,722-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $8,587 | $3,079+178.9% | $3,402+152.4% | $3,356+155.9% |
| Admin fee / account holder | $37 | $70-47.0% | $3,590-99.0% | $115-67.6% |