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 | $49,131 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,394 |
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 | $70,342 | $71,142-1.1% | $119,609-41.2% | $64,808+8.5% |
| Participation rate | 96.8% | 78.6%+18.2pp | 79.3%+17.6pp | 71.5%+25.4pp |
| Annual return | -8.65% | -10.01%+1.4pp | -14.97%+6.3pp | 32.82%-41.5pp |
| Employer contribution / active EE | $2,798 | $2,497+12.0% | $4,232-33.9% | $2,506+11.7% |
| Participant deferral / active EE | $6,033 | $4,490+34.4% | $5,602+7.7% | $4,310+40.0% |
| Admin fee / account holder | $219 | $162+35.2% | $10,323-97.9% | $188+16.7% |