Filed November 17, 2005 (most recent of 2 filings on file)
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 13 · EIN 42-0127290 | Contract Administrator | $147,188 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $72,668 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $34,317 |
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 | $27,597 | $48,669-43.3% | $93,654-70.5% | $199,768-86.2% |
| Participation rate | 91.1% | 63.7%+27.4pp | 68.7%+22.4pp | 72.0%+19.1pp |
| Annual return | 12.79% | 15.38%-2.6pp | 133.34%-120.6pp | 34.26%-21.5pp |
| Employer contribution / active EE | $0 | $1,137-100.0% | $2,421-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $3,856 | $2,823+36.6% | $4,413-12.6% | $5,090-24.2% |
| Admin fee / account holder | $221 | $195+13.3% | $8,282-97.3% | $269-17.9% |