Filed May 7, 2007 (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 15 · EIN 71-0294708 | Recordkeeping | $226,331 |
STEANE MARTA A1 year Service code 55 · EIN 06-1375177 350 FRONTANA RD · FRONT ROYAL, VA 22630 | Other Commissions | $101,028 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,249 | $56,485+10.2% | $185,823-66.5% | $86,799-28.3% |
| Participation rate | 59.3% | 65.5%-6.2pp | 81.7%-22.4pp | 72.3%-13.0pp |
| Annual return | 14.20% | 118.04%-103.8pp | 122.05%-107.8pp | 97.91%-83.7pp |
| Employer contribution / active EE | $488 | $1,843-73.5% | $5,167-90.6% | $2,405-79.7% |
| Participant deferral / active EE | $2,519 | $2,553-1.3% | $5,568-54.8% | $4,131-39.0% |
| Admin fee / account holder | $363 | $150+142.8% | $16,237-97.8% | $170+114.2% |