Filed January 6, 2006
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 27 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Advisory (Plan) | $53,623 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $35,593 | $27,687+28.6% | $73,545-51.6% | $177,276-79.9% |
| Participation rate | 13.1% | 34.9%-21.8pp | 54.9%-41.8pp | 74.8%-61.8pp |
| Annual return | 17.61% | 16.77%+0.8pp | -15.16%+32.8pp | 21.25%-3.6pp |
| Employer contribution / active EE | $25 | $291-91.4% | $1,219-98.0% | $2,479-99.0% |
| Participant deferral / active EE | $448 | $778-42.4% | $1,806-75.2% | $3,881-88.4% |
| Admin fee / account holder | $64 | $59+7.3% | $2,320-97.3% | $154-58.6% |