Filed June 14, 2008 (most recent of 2 filings on file)
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 15 · EIN 35-0145825 | Recordkeeping | $93,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,202 | $37,317+15.8% | $77,024-43.9% | $77,904-44.5% |
| Participation rate | 0.0% | 46.9%-46.9pp | 67.9%-67.9pp | 73.7%-73.7pp |
| Annual return | 13.66% | -5.88%+19.5pp | 42.32%-28.7pp | 12.21%+1.5pp |
| Employer contribution / active EE | $615 | $1,218-49.5% | $2,812-78.1% | $2,848-78.4% |
| Participant deferral / active EE | $1,284 | $2,564-49.9% | $4,426-71.0% | $4,806-73.3% |
| Admin fee / account holder | $9 | $126-92.9% | $5,425-99.8% | $133-93.3% |