Filed October 18, 2004
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 |
|---|---|---|
PREMIER PENSION SOLUTIONS, LLC1+ years Service code 37 · EIN 20-2274261 PO BOX 7247 · WACO, TX 76714 | Loan Processing | $2,634 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $95,860 | $43,550+120.1% | $63,517+50.9% | $52,331+83.2% |
| Participation rate | 90.8% | 65.7%+25.1pp | 71.0%+19.7pp | 68.1%+22.7pp |
| Annual return | -0.70% | 2.03%-2.7pp | -70.30%+69.6pp | 4.54%-5.2pp |
| Employer contribution / active EE | $4,843 | $1,351+258.4% | $2,322+108.6% | $1,882+157.4% |
| Participant deferral / active EE | $6,009 | $2,254+166.6% | $2,953+103.5% | $3,022+98.8% |
| Admin fee / account holder | $16 | $387-95.8% | $5,892-99.7% | $592-97.3% |