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 | $263,945 |
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 | $57,026 | $136,266-58.2% | $90,749-37.2% | $77,904-26.8% |
| Participation rate | 98.1% | 86.6%+11.5pp | 75.7%+22.4pp | 73.7%+24.4pp |
| Annual return | -6.30% | -11.32%+5.0pp | -12.16%+5.9pp | 12.21%-18.5pp |
| Employer contribution / active EE | $1,847 | $4,215-56.2% | $2,921-36.8% | $2,848-35.2% |
| Participant deferral / active EE | $5,965 | $6,353-6.1% | $4,564+30.7% | $4,806+24.1% |
| Admin fee / account holder | $188 | $399-52.9% | $8,445-97.8% | $133+41.6% |