Filed January 28, 2003 (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 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $20,501 | $44,989-54.4% | $170,442-88.0% | $77,958-73.7% |
| Participation rate | 75.7% | 64.6%+11.1pp | 83.6%-7.9pp | 71.6%+4.1pp |
| Annual return | 19.20% | 19.61%-0.4pp | 205.93%-186.7pp | 20.87%-1.7pp |
| Employer contribution / active EE | $1,547 | $1,466+5.5% | $5,433-71.5% | $2,310-33.0% |
| Participant deferral / active EE | $250 | $2,208-88.7% | $4,939-94.9% | $3,537-92.9% |
| Admin fee / account holder | $1 | $69-98.9% | $13,880-100.0% | $97-99.2% |