Filed June 10, 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 13 · EIN 42-0127290 | Contract Administrator | $65,195 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,810 | $2,679,533-98.7% | $164,813-79.5% | $199,593-83.1% |
| Participation rate | 84.3% | 78.3%+6.0pp | 78.6%+5.7pp | 72.0%+12.3pp |
| Annual return | 15.34% | 17.93%-2.6pp | 69.93%-54.6pp | 34.25%-18.9pp |
| Employer contribution / active EE | $2,041 | $2,970-31.3% | $4,341-53.0% | $3,034-32.7% |
| Participant deferral / active EE | $3,316 | $5,010-33.8% | $6,031-45.0% | $5,087-34.8% |
| Admin fee / account holder | $18 | $1,982-99.1% | $12,690-99.9% | $269-93.2% |