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 | $249,974 |
SB & COMPANY, LLC1 year Service code 10 · EIN 20-2153727 | Accounting | $21,000 |
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 | $76,024 | $50,127+51.7% | $149,673-49.2% | $80,160-5.2% |
| Participation rate | 96.5% | 64.3%+32.2pp | 78.8%+17.7pp | 72.9%+23.6pp |
| Annual return | 17.96% | 29.82%-11.9pp | 134.42%-116.5pp | 40.38%-22.4pp |
| Employer contribution / active EE | $2,714 | $1,865+45.5% | $4,818-43.7% | $2,978-8.9% |
| Participant deferral / active EE | $5,345 | $3,194+67.4% | $5,680-5.9% | $5,017+6.5% |
| Admin fee / account holder | $97 | $153-36.7% | $13,210-99.3% | $145-33.3% |