Filed October 18, 2004 (most recent of 2 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 26 · EIN 20-1090152 | Advisory (Participants) | $18,691 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $11,399 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,140 | $89,739-40.8% | $149,718-64.5% | $62,292-14.7% |
| Participation rate | 68.6% | 85.1%-16.5pp | 87.1%-18.4pp | 69.5%-0.9pp |
| Annual return | 13.73% | 21.01%-7.3pp | 1501.63%-1487.9pp | 28.90%-15.2pp |
| Employer contribution / active EE | $1,998 | $3,233-38.2% | $5,445-63.3% | $2,042-2.2% |
| Participant deferral / active EE | $2,765 | $4,797-42.4% | $6,569-57.9% | $3,169-12.8% |
| Admin fee / account holder | $134 | $551-75.7% | $11,283-98.8% | $479-72.0% |