Filed September 29, 1995
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 |
|---|---|---|
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $50,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,581 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,451 | $37,213-18.2% | $156,549-80.5% | $63,975-52.4% |
| Participation rate | 78.1% | 65.0%+13.2pp | 84.0%-5.9pp | 71.1%+7.0pp |
| Annual return | 6.31% | 47.89%-41.6pp | 32.23%-25.9pp | 48.65%-42.3pp |
| Employer contribution / active EE | $4,131 | $1,357+204.5% | $5,501-24.9% | $2,182+89.4% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $18 | $56-68.9% | $13,027-99.9% | $70-75.1% |