Filed January 25, 2000 (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 55 · EIN 35-2552359 | Other Commissions | $33,754 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $10,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,050 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,055 | $54,701+33.6% | $86,188-15.2% | $71,457+2.2% |
| Participation rate | 98.9% | 60.1%+38.8pp | 69.0%+29.9pp | 67.9%+31.0pp |
| Annual return | 17.94% | 20.06%-2.1pp | 1168.45%-1150.5pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,676 | $1,265+32.5% | $2,380-29.6% | $2,588-35.2% |
| Participant deferral / active EE | $5,982 | $3,108+92.4% | $3,985+50.1% | $4,289+39.5% |
| Admin fee / account holder | $61 | $1,922-96.8% | $6,852-99.1% | $1,587-96.2% |