Filed October 18, 2004
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 84-0467907 | Recordkeeping | $144,379 |
Filed as: PUTNAM INVESTOR SERVICES, INC. Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $8,927 |
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 | $98,541 | $94,621+4.1% | $138,135-28.7% | $73,409+34.2% |
| Participation rate | 91.2% | 83.4%+7.8pp | 78.7%+12.5pp | 72.2%+19.0pp |
| Annual return | 22.34% | 16.57%+5.8pp | 20.51%+1.8pp | 59.29%-37.0pp |
| Employer contribution / active EE | $2,114 | $4,410-52.1% | $5,587-62.2% | $2,234-5.4% |
| Participant deferral / active EE | $7,248 | $6,199+16.9% | $6,431+12.7% | $3,805+90.5% |
| Admin fee / account holder | $158 | $140+12.6% | $11,856-98.7% | $1580% |