Filed April 22, 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 27 · EIN 43-1451524 | Advisory (Plan) | $46,893 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,916 |
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 | $39,422 | $50,956-22.6% | $96,562-59.2% | $86,799-54.6% |
| Participation rate | 84.9% | 65.2%+19.7pp | 69.8%+15.1pp | 72.3%+12.6pp |
| Annual return | 16.70% | 21.27%-4.6pp | 37.78%-21.1pp | 97.91%-81.2pp |
| Employer contribution / active EE | $491 | $1,111-55.8% | $2,356-79.2% | $2,405-79.6% |
| Participant deferral / active EE | $4,090 | $2,954+38.4% | $3,849+6.3% | $4,131-1.0% |
| Admin fee / account holder | $165 | $166-0.5% | $6,181-97.3% | $170-2.6% |