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 13 · EIN 42-0127290 | Contract Administrator | $241,416 |
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 | $68,558 | $45,000+52.3% | $143,757-52.3% | $77,904-12.0% |
| Participation rate | 97.3% | 66.8%+30.5pp | 80.3%+17.0pp | 73.7%+23.7pp |
| Annual return | -16.21% | 29.03%-45.2pp | -0.04%-16.2pp | 12.21%-28.4pp |
| Employer contribution / active EE | $2,702 | $1,870+44.5% | $4,951-45.4% | $2,848-5.1% |
| Participant deferral / active EE | $5,525 | $3,157+75.0% | $5,637-2.0% | $4,806+15.0% |
| Admin fee / account holder | $92 | $98-6.9% | $14,673-99.4% | $133-30.8% |