Filed October 7, 2005 (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 | $148,843 |
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 | $117,431 | $61,756+90.2% | $70,092+67.5% | $77,904+50.7% |
| Participation rate | 66.8% | 79.9%-13.1pp | 70.5%-3.7pp | 73.7%-6.9pp |
| Annual return | -13.80% | -11.86%-1.9pp | 190.73%-204.5pp | 12.21%-26.0pp |
| Employer contribution / active EE | $2,423 | $2,706-10.5% | $2,559-5.3% | $2,848-14.9% |
| Participant deferral / active EE | $4,621 | $3,977+16.2% | $3,849+20.1% | $4,806-3.9% |
| Admin fee / account holder | $101 | $1010% | $6,267-98.4% | $133-23.5% |