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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $22,007 |
FIRST NATIONAL CORPORATION5 years Service code 27 · EIN 04-2541452 | Advisory (Plan) | $19,984 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,282 | $42,894+108.1% | $60,874+46.7% | $68,494+30.3% |
| Participation rate | 95.8% | 66.8%+29.0pp | 73.1%+22.7pp | 67.9%+27.9pp |
| Annual return | -13.53% | -13.98%+0.5pp | 16.90%-30.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $4,395 | $1,978+122.2% | $2,701+62.7% | $2,596+69.3% |
| Participant deferral / active EE | $7,747 | $2,867+170.2% | $3,817+103.0% | $4,027+92.4% |
| Admin fee / account holder | $199 | $3,101-93.6% | $3,224-93.8% | $5,403-96.3% |