Filed June 7, 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 06-1050034 | Contract Administrator | $79,426 |
M HOLDINGS SECURITIES INC7+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 27 · EIN 91-1802259 | Advisory (Plan) | $6,134 |
ENZA FINANCIAL LLC1 year Service code 27 · EIN 47-1337968 | Advisory (Plan) | $0 |
NATIONAL FINANCIAL SERVICES2 years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,073 | $84,936-51.6% | $111,297-63.1% | $79,386-48.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 11.62% | 17.45%-5.8pp | 54.65%-43.0pp | 116.85%-105.2pp |
| Employer contribution / active EE | $1,146 | $1,979-42.1% | $2,731-58.0% | $2,427-52.8% |
| Participant deferral / active EE | $2,667 | $3,888-31.4% | $4,487-40.6% | $4,046-34.1% |
| Admin fee / account holder | $230 | $537-57.3% | $7,964-97.1% | $626-63.4% |