Filed November 17, 2005
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 35-0145825 | Recordkeeping | $19,124 |
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 | $61,202 | $45,602+34.2% | $117,472-47.9% | $66,914-8.5% |
| Participation rate | 66.9% | 57.6%+9.3pp | 70.6%-3.6pp | 69.8%-2.9pp |
| Annual return | -16.23% | -16.74%+0.5pp | 29.74%-46.0pp | 1.58%-17.8pp |
| Employer contribution / active EE | $2,220 | $1,579+40.6% | $4,176-46.8% | $2,544-12.7% |
| Participant deferral / active EE | $3,488 | $2,845+22.6% | $4,070-14.3% | $4,237-17.7% |
| Admin fee / account holder | $5 | $661-99.3% | $5,645-99.9% | $593-99.2% |