Filed February 20, 2005
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 26 · EIN 04-2675571 | Advisory (Participants) | $4,498 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,625 |
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 | $77,203 | $63,299+22.0% | $91,001-15.2% | $62,292+23.9% |
| Participation rate | 81.7% | 73.3%+8.3pp | 75.6%+6.1pp | 69.5%+12.1pp |
| Annual return | 18.28% | 20.99%-2.7pp | 4.60%+13.7pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,443 | $1,807-20.1% | $2,456-41.2% | $2,042-29.3% |
| Participant deferral / active EE | $3,971 | $2,943+35.0% | $3,547+11.9% | $3,169+25.3% |
| Admin fee / account holder | $60 | $468-87.2% | $5,417-98.9% | $479-87.5% |