Filed April 3, 2003
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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING I Service code 16 · EIN 36-3109431 | Consulting | $44,423 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $15,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,581 |
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).
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 | $68,195 | $26,479+157.5% | $74,701-8.7% | $77,787-12.3% |
| Participation rate | 37.8% | 37.6%+0.2pp | 54.5%-16.6pp | 73.2%-35.4pp |
| Annual return | 27.42% | 38.31%-10.9pp | 752.92%-725.5pp | 32.57%-5.2pp |
| Employer contribution / active EE | $2,090 | $440+375.5% | $1,084+92.9% | $2,504-16.5% |
| Participant deferral / active EE | $3,791 | $1,074+252.8% | $1,964+93.1% | $3,967-4.5% |
| Admin fee / account holder | $48 | $119-59.8% | $3,333-98.6% | $100-52.2% |