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) | $62,254 |
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.
Annual investment return 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 | $29,021 | $27,522+5.4% | $71,086-59.2% | $68,904-57.9% |
| Participation rate | 16.0% | 34.5%-18.6pp | 54.7%-38.7pp | 74.1%-58.1pp |
| Annual return | -8.17% | -0.07%-8.1pp | 650.59%-658.8pp | 1.07%-9.2pp |
| Employer contribution / active EE | $59 | $325-81.9% | $1,088-94.6% | $2,540-97.7% |
| Participant deferral / active EE | $517 | $835-38.0% | $1,874-72.4% | $4,015-87.1% |
| Admin fee / account holder | $62 | $67-8.6% | $3,082-98.0% | $71-13.6% |