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 | $252,729 |
CLARK NUBER1 year Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $74,295 |
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 | $74,470 | $92,055-19.1% | $106,213-29.9% | $77,643-4.1% |
| Participation rate | 97.9% | 81.0%+16.8pp | 75.3%+22.6pp | 70.6%+27.3pp |
| Annual return | 12.31% | 17.91%-5.6pp | 116.14%-103.8pp | 31.24%-18.9pp |
| Employer contribution / active EE | $1,167 | $3,367-65.3% | $3,171-63.2% | $2,726-57.2% |
| Participant deferral / active EE | $6,749 | $5,386+25.3% | $5,016+34.6% | $4,647+45.2% |
| Admin fee / account holder | $264 | $219+20.4% | $11,033-97.6% | $430-38.7% |