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, LLC2+ years Service code 37 · EIN 20-2274261 PO BOX 7247 · WACO, TX 76714 | Loan Processing | $2,975 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $99,320 | $46,072+115.6% | $70,014+41.9% | $55,167+80.0% |
| Participation rate | 92.9% | 67.5%+25.5pp | 71.8%+21.1pp | 69.0%+24.0pp |
| Annual return | 7.61% | 8.68%-1.1pp | 12.99%-5.4pp | 169.23%-161.6pp |
| Employer contribution / active EE | $4,925 | $1,500+228.4% | $2,338+110.6% | $1,963+151.0% |
| Participant deferral / active EE | $6,621 | $2,344+182.5% | $2,931+125.9% | $3,054+116.8% |
| Admin fee / account holder | $16 | $428-96.2% | $4,380-99.6% | $504-96.8% |