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 16 · EIN 38-1422647 | Consulting | $100,642 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,533 |
NEPC, LLC2+ years Service code 16 · EIN 26-1429809 | Consulting | $38,826 |
FORVIS MAZARS, LLP1 year Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $32,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $97,390 | $107,378-9.3% | $108,579-10.3% | $57,658+68.9% |
| Participation rate | 93.7% | 77.1%+16.6pp | 79.6%+14.2pp | 70.2%+23.5pp |
| Annual return | 8.25% | 12.80%-4.5pp | -51.70%+59.9pp | 5.13%+3.1pp |
| Employer contribution / active EE | $6,845 | $1,782+284.2% | $3,758+82.1% | $1,974+246.8% |
| Participant deferral / active EE | $8,108 | $3,221+151.8% | $4,311+88.1% | $3,061+164.9% |
| Admin fee / account holder | $148 | $108+36.5% | $7,645-98.1% | $95+56.6% |