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 | $41,141 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $11,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,600 |
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 | $76,794 | $59,417+29.2% | $93,606-18.0% | $74,495+3.1% |
| Participation rate | 88.2% | 59.7%+28.5pp | 68.7%+19.5pp | 67.2%+21.0pp |
| Annual return | 19.37% | 81.83%-62.5pp | 133.20%-113.8pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $1,819 | $1,264+43.9% | $2,420-24.8% | $2,623-30.7% |
| Participant deferral / active EE | $5,345 | $3,050+75.2% | $4,411+21.2% | $4,346+23.0% |
| Admin fee / account holder | $61 | $3,021-98.0% | $8,285-99.3% | $1,942-96.9% |