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 15 · EIN 35-0145825 | Recordkeeping | $140,369 |
PRONVEST1 year Service code 26 · EIN 62-1823351 | Advisory (Participants) | $21,928 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,664 | $52,670-41.8% | $90,404-66.1% | $73,409-58.2% |
| Participation rate | 90.2% | 67.7%+22.5pp | 72.7%+17.5pp | 72.2%+18.0pp |
| Annual return | 14.13% | 20.70%-6.6pp | 1293.02%-1278.9pp | 59.29%-45.2pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,384 | $2,807-15.0% | $3,963-39.8% | $3,805-37.3% |
| Admin fee / account holder | $19 | $117-83.9% | $5,611-99.7% | $158-88.1% |