Filed October 18, 2004
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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $507,534 |
Service code 16 · EIN 81-0635433 | Consulting | $60,000 |
BDO USA, LLP3+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $18,550 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $60,397 | $177,276-65.9% | $86,590-30.2% | $177,276-65.9% |
| Participation rate | 98.1% | 74.8%+23.2pp | 73.5%+24.5pp | 74.8%+23.2pp |
| Annual return | 17.48% | 21.25%-3.8pp | 964.84%-947.4pp | 21.25%-3.8pp |
| Employer contribution / active EE | $1,618 | $2,479-34.7% | $2,839-43.0% | $2,479-34.7% |
| Participant deferral / active EE | $4,769 | $3,881+22.9% | $3,609+32.1% | $3,881+22.9% |
| Admin fee / account holder | $70 | $154-54.3% | $4,906-98.6% | $154-54.3% |