Filed February 8, 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 15 · EIN 13-3689044 | Recordkeeping | $350,368 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $71,400 |
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 | $60,394 | $114,195-47.1% | $106,548-43.3% | $93,030-35.1% |
| Participation rate | 95.8% | 86.4%+9.4pp | 76.1%+19.7pp | 73.9%+21.9pp |
| Annual return | 13.75% | 22.18%-8.4pp | 26.80%-13.1pp | 158.70%-145.0pp |
| Employer contribution / active EE | $1,603 | $4,009-60.0% | $2,819-43.1% | $2,706-40.8% |
| Participant deferral / active EE | $5,139 | $5,908-13.0% | $4,398+16.9% | $4,562+12.6% |
| Admin fee / account holder | $295 | $105+181.5% | $7,407-96.0% | $152+94.4% |