Filed April 28, 2008
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 26 · EIN 04-3046611 65 MADISON AVE SUITE 300 · MORRISTOWN, NJ 07960 | Advisory (Participants) | $24,769 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,931 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,858 | $78,485-18.6% | $106,213-39.9% | $74,495-14.3% |
| Participation rate | 91.0% | 72.8%+18.2pp | 75.3%+15.7pp | 67.2%+23.8pp |
| Annual return | 14.39% | 15.95%-1.6pp | 116.14%-101.7pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $619 | $2,523-75.5% | $3,171-80.5% | $2,623-76.4% |
| Participant deferral / active EE | $4,334 | $4,322+0.3% | $5,016-13.6% | $4,346-0.3% |
| Admin fee / account holder | $264 | $2,232-88.2% | $11,033-97.6% | $1,942-86.4% |