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 | $78,483-18.6% | $106,201-39.9% | $74,546-14.3% |
| Participation rate | 91.0% | 72.8%+18.2pp | 75.3%+15.7pp | 67.2%+23.8pp |
| Annual return | 14.39% | 15.94%-1.5pp | 116.26%-101.9pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $619 | $2,522-75.5% | $3,170-80.5% | $2,624-76.4% |
| Participant deferral / active EE | $4,334 | $4,320+0.3% | $5,012-13.5% | $4,347-0.3% |
| Admin fee / account holder | $264 | $2,236-88.2% | $11,039-97.6% | $1,944-86.4% |