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 | $72,380 |
ENZA FINANCIAL LLC2 years Service code 14 · EIN 47-1337968 | Plan Administrator | $25,898 |
NATIONAL FINANCIAL SERVICES3 years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
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 | $33,689 | $65,435-48.5% | $86,677-61.1% | $66,914-49.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -16.14% | -10.89%-5.3pp | 35.91%-52.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,060 | $2,153-4.3% | $2,836-27.4% | $2,544-19.0% |
| Participant deferral / active EE | $3,391 | $4,100-17.3% | $4,656-27.2% | $4,237-20.0% |
| Admin fee / account holder | $263 | $642-59.0% | $7,493-96.5% | $593-55.7% |