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 | $73,638 |
ENZA FINANCIAL LLC3 years Service code 14 · EIN 47-1337968 | Plan Administrator | $27,958 |
NATIONAL FINANCIAL SERVICES4 years Filed as: NATIONAL FINANCIAL SERVICES, LLC Service code 15 · EIN 04-3523567 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,797 | $76,050-47.7% | $96,544-58.8% | $71,457-44.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 16.87% | 22.81%-5.9pp | 25.84%-9.0pp | 28.85%-12.0pp |
| Employer contribution / active EE | $2,322 | $2,244+3.5% | $2,965-21.7% | $2,588-10.3% |
| Participant deferral / active EE | $3,477 | $4,215-17.5% | $4,851-28.3% | $4,289-18.9% |
| Admin fee / account holder | $301 | $2,707-88.9% | $8,252-96.4% | $1,587-81.0% |