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 | $229,989 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,002 | $84,784-23.3% | $98,439-34.0% | $74,419-12.7% |
| Participation rate | 96.5% | 81.5%+14.9pp | 75.2%+21.3pp | 70.7%+25.7pp |
| Annual return | 14.75% | 20.59%-5.8pp | 21.16%-6.4pp | 34.38%-19.6pp |
| Employer contribution / active EE | $1,838 | $3,364-45.4% | $3,048-39.7% | $2,637-30.3% |
| Participant deferral / active EE | $7,061 | $5,218+35.3% | $4,738+49.0% | $4,528+55.9% |
| Admin fee / account holder | $172 | $204-16.1% | $8,948-98.1% | $348-50.7% |