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 | $201,999 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,328 | $50,127-21.5% | $149,673-73.7% | $80,160-50.9% |
| Participation rate | 93.5% | 64.3%+29.3pp | 78.8%+14.8pp | 72.9%+20.6pp |
| Annual return | 20.33% | 29.82%-9.5pp | 134.42%-114.1pp | 40.38%-20.1pp |
| Employer contribution / active EE | $2,461 | $1,865+32.0% | $4,818-48.9% | $2,978-17.3% |
| Participant deferral / active EE | $4,452 | $3,194+39.4% | $5,680-21.6% | $5,017-11.3% |
| Admin fee / account holder | $48 | $153-68.9% | $13,210-99.6% | $145-67.2% |