Filed March 21, 2005 (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 37 · EIN 04-2647786 | Loan Processing | $241,769 |
BELLWETHER CONSULTING LLC3 years Service code 27 · EIN 22-3784192 | Advisory (Plan) | $39,000 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $38,850 |
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,658 | $42,894-5.2% | $60,874-33.2% | $68,494-40.6% |
| Participation rate | 78.6% | 66.8%+11.8pp | 73.1%+5.5pp | 67.9%+10.7pp |
| Annual return | -18.40% | -13.98%-4.4pp | 16.90%-35.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $3,476 | $1,978+75.7% | $2,701+28.7% | $2,596+33.9% |
| Participant deferral / active EE | $11,213 | $2,867+291.1% | $3,817+193.8% | $4,027+178.4% |
| Admin fee / account holder | $75 | $3,101-97.6% | $3,224-97.7% | $5,403-98.6% |