Filed October 19, 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 13 · EIN 42-0127290 | Contract Administrator | $126,673 |
Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $64,712 |
JRBT1 year Service code 10 · EIN 74-2533381 | Accounting | $5,470 |
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 | $103,174 | $86,897+18.7% | $151,611-31.9% | $64,808+59.2% |
| Participation rate | 98.6% | 87.3%+11.3pp | 87.5%+11.1pp | 71.5%+27.1pp |
| Annual return | -16.01% | -3.57%-12.4pp | 3.33%-19.3pp | 32.82%-48.8pp |
| Employer contribution / active EE | $5,150 | $4,010+28.4% | $6,166-16.5% | $2,506+105.5% |
| Participant deferral / active EE | $6,225 | $6,690-7.0% | $8,363-25.6% | $4,310+44.4% |
| Admin fee / account holder | $260 | $153+70.1% | $11,616-97.8% | $188+38.5% |