Filed December 29, 2003 (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 |
|---|---|---|
PAYCHEX, INC.1+ years Service code 15 · EIN 16-1124166 | Recordkeeping | $5,869 |
MINNESOTA LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $963 |
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 | $49,260 | $44,229+11.4% | $155,790-68.4% | $55,191-10.7% |
| Participation rate | 85.4% | 60.8%+24.6pp | 76.1%+9.3pp | 69.2%+16.2pp |
| Annual return | -0.02% | 0.37%-0.4pp | 71.54%-71.6pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,491 | $1,317+13.2% | $3,836-61.1% | $1,899-21.5% |
| Participant deferral / active EE | $3,707 | $2,851+30.0% | $4,797-22.7% | $3,046+21.7% |
| Admin fee / account holder | $60 | $86-30.9% | $7,478-99.2% | $91-34.4% |