Filed June 18, 2008
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 13 · EIN 42-0127290 | Contract Administrator | $277,765 |
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 | $71,129 | $88,480-19.6% | $96,683-26.4% | $80,160-11.3% |
| Participation rate | 88.1% | 79.9%+8.2pp | 74.3%+13.8pp | 72.9%+15.2pp |
| Annual return | 19.42% | 22.53%-3.1pp | 35.69%-16.3pp | 40.38%-21.0pp |
| Employer contribution / active EE | $3,113 | $4,176-25.5% | $3,737-16.7% | $2,978+4.5% |
| Participant deferral / active EE | $7,426 | $3,959+87.6% | $4,878+52.2% | $5,017+48.0% |
| Admin fee / account holder | $92 | $212-56.4% | $6,730-98.6% | $145-36.3% |