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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $9,900 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $39,223 | $96,403-59.3% | $93,606-58.1% | $77,787-49.6% |
| Participation rate | 96.5% | 87.6%+8.9pp | 75.8%+20.7pp | 73.2%+23.3pp |
| Annual return | 24.78% | 39.36%-14.6pp | 32.76%-8.0pp | 32.57%-7.8pp |
| Employer contribution / active EE | $1,664 | $3,616-54.0% | $2,718-38.8% | $2,504-33.5% |
| Participant deferral / active EE | $2,757 | $5,341-48.4% | $4,069-32.2% | $3,967-30.5% |
| Admin fee / account holder | $4 | $90-95.8% | $7,888-100.0% | $100-96.3% |