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 13 · EIN 42-0127290 | Contract Administrator | $10,230 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,267 | $91,538-17.8% | $129,995-42.1% | $75,163+0.1% |
| Participation rate | 81.5% | 71.4%+10.0pp | 78.5%+3.0pp | 67.2%+14.3pp |
| Annual return | 12.30% | -631.11%+643.4pp | -137.18%+149.5pp | 160.62%-148.3pp |
| Employer contribution / active EE | $3,609 | $2,845+26.8% | $4,320-16.4% | $2,670+35.2% |
| Participant deferral / active EE | $8,429 | $4,341+94.2% | $5,820+44.8% | $4,125+104.3% |
| Admin fee / account holder | $87 | $6,790-98.7% | $10,614-99.2% | $5,651-98.5% |