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 | $136,980 |
Service code 16 · EIN 26-0058143 | Consulting | $81,661 |
Filed as: JAYNES, REITMEIER, BOYD & THERRELL, Service code 10 · EIN 74-2533381 | Accounting | $15,655 |
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 | $115,839 | $100,227+15.6% | $169,993-31.9% | $74,419+55.7% |
| Participation rate | 98.1% | 87.3%+10.8pp | 87.0%+11.1pp | 70.7%+27.4pp |
| Annual return | 19.17% | 66.08%-46.9pp | 53.37%-34.2pp | 34.38%-15.2pp |
| Employer contribution / active EE | $6,082 | $4,263+42.7% | $6,785-10.4% | $2,637+130.6% |
| Participant deferral / active EE | $7,218 | $7,143+1.0% | $10,408-30.7% | $4,528+59.4% |
| Admin fee / account holder | $228 | $234-2.9% | $12,815-98.2% | $348-34.5% |