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 | $67,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,767 | $56,767+5.3% | $101,794-41.3% | $85,563-30.1% |
| Participation rate | 66.3% | 57.6%+8.7pp | 69.2%-2.9pp | 66.0%+0.3pp |
| Annual return | 13.11% | 17.76%-4.6pp | 30.53%-17.4pp | 31.51%-18.4pp |
| Employer contribution / active EE | $402 | $1,112-63.9% | $2,289-82.4% | $2,654-84.9% |
| Participant deferral / active EE | $3,499 | $2,720+28.7% | $4,084-14.3% | $4,375-20.0% |
| Admin fee / account holder | $100 | $1,098-90.9% | $8,777-98.9% | $834-88.0% |