Filed October 26, 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 13 · EIN 35-1140070 | Contract Administrator | $58,765 |
Filed as: PRIME CAPITAL INVMT ADV Service code 26 · EIN 82-1364595 | Advisory (Participants) | $30,209 |
Service code 38 · EIN 35-0145825 | Participant Communication | $20,609 |
Filed as: WENDLING NOE NELSON JOHNSON LLC Service code 16 · EIN 48-1026809 | Consulting | $7,926 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,591 | $46,292-8.0% | $143,757-70.4% | $64,808-34.3% |
| Participation rate | 69.6% | 64.2%+5.4pp | 80.3%-10.7pp | 71.5%-1.9pp |
| Annual return | -14.66% | -10.05%-4.6pp | -0.04%-14.6pp | 32.82%-47.5pp |
| Employer contribution / active EE | $1,284 | $1,910-32.8% | $4,951-74.1% | $2,506-48.8% |
| Participant deferral / active EE | $2,670 | $2,646+0.9% | $5,637-52.6% | $4,310-38.1% |
| Admin fee / account holder | $299 | $154+94.2% | $14,673-98.0% | $188+59.0% |