Filed March 29, 2008
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 15 · EIN 13-3689044 | Recordkeeping | $55,398 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,625 | $54,193+2.6% | $93,654-40.6% | $77,671-28.4% |
| Participation rate | 63.2% | 63.9%-0.8pp | 68.7%-5.6pp | 70.6%-7.4pp |
| Annual return | 15.42% | 30.54%-15.1pp | 133.34%-117.9pp | 31.21%-15.8pp |
| Employer contribution / active EE | $407 | $1,168-65.2% | $2,421-83.2% | $2,726-85.1% |
| Participant deferral / active EE | $3,221 | $3,144+2.5% | $4,413-27.0% | $4,648-30.7% |
| Admin fee / account holder | $99 | $576-82.8% | $8,282-98.8% | $430-77.0% |