Filed September 5, 2001 (most recent of 3 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 26 · EIN 71-0294708 | Advisory (Participants) | $4,524 |
Service code 55 · EIN 06-1375177 | Other Commissions | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,236 | $76,050-1.1% | $96,544-22.1% | $71,457+5.3% |
| Participation rate | 54.4% | 74.4%-20.0pp | 76.0%-21.6pp | 67.9%-13.5pp |
| Annual return | 14.89% | 22.81%-7.9pp | 25.84%-10.9pp | 28.85%-14.0pp |
| Employer contribution / active EE | $1,244 | $2,244-44.6% | $2,965-58.0% | $2,588-51.9% |
| Participant deferral / active EE | $3,058 | $4,215-27.5% | $4,851-37.0% | $4,289-28.7% |
| Admin fee / account holder | $132 | $2,707-95.1% | $8,252-98.4% | $1,587-91.7% |