Filed October 18, 2004 (most recent of 4 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 | $225,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $53,136-100.0% | $155,509-100.0% | $199,593-100.0% |
| Participation rate | 0.0% | 64.1%-64.1pp | 78.2%-78.2pp | 72.0%-72.0pp |
| Annual return | 14.92% | 41.15%-26.2pp | 64.67%-49.8pp | 34.25%-19.3pp |
| Employer contribution / active EE | $2,561 | $1,851+38.3% | $4,672-45.2% | $3,034-15.6% |
| Participant deferral / active EE | $4,656 | $3,161+47.3% | $5,626-17.2% | $5,087-8.5% |
| Admin fee / account holder | $0 | $185-100.0% | $15,912-100.0% | $269-100.0% |