Filed April 16, 2003 (most recent of 8 filings on file)
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 | $185,463 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $174,041 | $140,190+24.1% | $115,756+50.4% | $77,904+123.4% |
| Participation rate | 98.1% | 81.0%+17.1pp | 77.1%+21.0pp | 73.7%+24.4pp |
| Annual return | -17.04% | -13.46%-3.6pp | 143.14%-160.2pp | 12.21%-29.2pp |
| Employer contribution / active EE | $7,425 | $3,169+134.3% | $3,793+95.8% | $2,848+160.8% |
| Participant deferral / active EE | $8,316 | $5,401+54.0% | $6,254+33.0% | $4,806+73.0% |
| Admin fee / account holder | $133 | $138-3.7% | $8,124-98.4% | $133+0.6% |