Filed March 13, 2003
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 17 · EIN 13-5674085 | Pension Consulting | $52,052 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,344 |
Annual investment return 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 | $77,326 | $86,225-10.3% | $146,665-47.3% | $86,799-10.9% |
| Participation rate | 97.4% | 78.0%+19.4pp | 80.1%+17.3pp | 72.3%+25.1pp |
| Annual return | 9.76% | 31.23%-21.5pp | 22.74%-13.0pp | 97.91%-88.1pp |
| Employer contribution / active EE | $2,312 | $2,392-3.4% | $4,136-44.1% | $2,405-3.9% |
| Participant deferral / active EE | $4,963 | $4,245+16.9% | $5,506-9.9% | $4,131+20.1% |
| Admin fee / account holder | $234 | $195+19.6% | $10,280-97.7% | $170+37.8% |