Filed September 11, 2008
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 52 · EIN 04-1590850 | Indirect Investment Fees | $4,856 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,998 | $23,385+96.7% | $69,182-33.5% | $57,658-20.2% |
| Participation rate | 34.2% | 37.9%-3.7pp | 55.1%-20.9pp | 70.2%-36.0pp |
| Annual return | 5.82% | -659.34%+665.2pp | -21.93%+27.8pp | 5.13%+0.7pp |
| Employer contribution / active EE | $119 | $422-71.9% | $1,206-90.2% | $1,974-94.0% |
| Participant deferral / active EE | $956 | $843+13.4% | $1,897-49.6% | $3,061-68.8% |
| Admin fee / account holder | $20 | $82-75.2% | $2,697-99.2% | $95-78.4% |