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 13 · EIN 42-0127290 | Contract Administrator | $37,874 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,827 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,352 | $79,519+8.6% | $95,952-10.0% | $73,409+17.6% |
| Participation rate | 95.6% | 81.2%+14.4pp | 77.1%+18.5pp | 72.2%+23.4pp |
| Annual return | 13.37% | 19.20%-5.8pp | 91.61%-78.2pp | 59.29%-45.9pp |
| Employer contribution / active EE | $2,572 | $2,048+25.6% | $2,541+1.2% | $2,234+15.2% |
| Participant deferral / active EE | $4,280 | $4,138+3.4% | $4,167+2.7% | $3,805+12.5% |
| Admin fee / account holder | $314 | $184+70.6% | $6,795-95.4% | $158+99.2% |