Filed February 21, 2006
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 |
|---|---|---|
BKD, LLP2 years Filed as: LAPORTE, A PRO ACCOUNTING CORP Service code 10 · EIN 72-1088864 | Accounting | $14,814 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 15 · EIN 13-3180178 | Recordkeeping | $6,000 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,198 | $83,884+20.6% | $64,056+58.0% | $74,419+36.0% |
| Participation rate | 45.7% | 76.6%-30.9pp | 72.3%-26.6pp | 70.7%-25.1pp |
| Annual return | 14.80% | 16.57%-1.8pp | 33.69%-18.9pp | 34.38%-19.6pp |
| Employer contribution / active EE | $1,125 | $3,084-63.5% | $2,747-59.1% | $2,637-57.4% |
| Participant deferral / active EE | $1,908 | $3,692-48.3% | $3,880-50.8% | $4,528-57.9% |
| Admin fee / account holder | $57 | $196-70.8% | $3,068-98.1% | $348-83.6% |