Filed October 26, 2007
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 | $1,313,927 |
THE COCA-COLA BOTTLERS'2 years Service code 13 · EIN 58-0198280 | Contract Administrator | $6,500 |
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 | $63,307 | $106,382-40.5% | $81,382-22.2% | $106,382-40.5% |
| Participation rate | 87.3% | 69.9%+17.4pp | 69.5%+17.8pp | 69.9%+17.4pp |
| Annual return | 13.94% | 17.37%-3.4pp | 24.73%-10.8pp | 17.37%-3.4pp |
| Employer contribution / active EE | $2,012 | $3,364-40.2% | $2,463-18.3% | $3,364-40.2% |
| Participant deferral / active EE | $3,930 | $5,569-29.4% | $3,883+1.2% | $5,569-29.4% |
| Admin fee / account holder | $87 | $79+9.7% | $5,768-98.5% | $79+9.7% |