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 |
|---|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $18,900 |
FIRST NATIONAL CORPORATION2 years Service code 27 · EIN 04-2541452 | Advisory (Plan) | $9,450 |
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 | $83,913 | $60,795+38.0% | $69,455+20.8% | $65,185+28.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 74.6%+25.4pp | 70.2%+29.8pp |
| Annual return | 17.51% | 17.46%0pp | 28.97%-11.5pp | 29.38%-11.9pp |
| Employer contribution / active EE | $3,058 | $2,452+24.7% | $2,779+10.0% | $2,177+40.5% |
| Participant deferral / active EE | $5,347 | $3,162+69.1% | $3,535+51.2% | $3,514+52.2% |
| Admin fee / account holder | $138 | $314-56.1% | $3,839-96.4% | $847-83.8% |