Filed November 9, 2005 (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 |
|---|---|---|
Filed as: GREGORY J. SCHWARTZ & CO., INC Service code 27 · EIN 38-2117812 | Advisory (Plan) | $38,398 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,843 |
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).
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 | $242,833 | $80,753+200.7% | $136,294+78.2% | $62,292+289.8% |
| Participation rate | 95.7% | 73.5%+22.2pp | 81.9%+13.8pp | 69.5%+26.2pp |
| Annual return | 22.08% | 35.83%-13.7pp | 5155.94%-5133.9pp | 28.90%-6.8pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $9,268 | $5,164+79.5% | $6,247+48.4% | $3,169+192.5% |
| Admin fee / account holder | $156 | $525-70.3% | $9,243-98.3% | $479-67.5% |