Filed May 16, 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 37 · EIN 04-2647786 | Loan Processing | $1,828 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $550 |
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 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 | $43,213 | $63,924-32.4% | $108,579-60.2% | $55,167-21.7% |
| Participation rate | 65.4% | 74.3%-9.0pp | 79.6%-14.2pp | 69.0%-3.6pp |
| Annual return | 13.07% | 15.31%-2.2pp | -51.70%+64.8pp | 169.23%-156.2pp |
| Employer contribution / active EE | $2,225 | $1,879+18.4% | $3,758-40.8% | $1,963+13.4% |
| Participant deferral / active EE | $4,372 | $3,067+42.6% | $4,311+1.4% | $3,054+43.1% |
| Admin fee / account holder | $20 | $618-96.7% | $7,645-99.7% | $504-96.0% |