Filed July 20, 2001 (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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $209,045 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,177 | $54,392-90.5% | $84,750-93.9% | $63,975-91.9% |
| Participation rate | 57.1% | 76.9%-19.8pp | 76.6%-19.5pp | 71.1%-14.0pp |
| Annual return | 3.73% | 611.38%-607.6pp | 22.78%-19.1pp | 48.65%-44.9pp |
| Employer contribution / active EE | $1,250 | $2,943-57.5% | $3,574-65.0% | $2,182-42.7% |
| Participant deferral / active EE | $1,879 | $2,593-27.5% | $3,712-49.4% | $3,356-44.0% |
| Admin fee / account holder | $71 | $136-47.6% | $5,332-98.7% | $70+1.1% |