Filed February 11, 2005 (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 15 · EIN 16-1450952 | Recordkeeping | $5,207 |
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 | $218,368 | $122,239+78.6% | $184,203+18.5% | $74,495+193.1% |
| Participation rate | 94.4% | 85.5%+8.9pp | 86.8%+7.6pp | 67.2%+27.2pp |
| Annual return | 16.72% | 19.95%-3.2pp | 28.81%-12.1pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $2,539 | $4,537-44.0% | $6,427-60.5% | $2,623-3.2% |
| Participant deferral / active EE | $5,015 | $7,139-29.7% | $9,131-45.1% | $4,346+15.4% |
| Admin fee / account holder | $14 | $1,260-98.9% | $13,901-99.9% | $1,942-99.3% |