Filed June 16, 2004 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $45,166 |
COHNREZNICK LLP9 years Service code 10 · EIN 33-4144829 | Accounting | $22,050 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $351,929 | $122,186+188.0% | $146,958+139.5% | $199,593+76.3% |
| Participation rate | 98.7% | 78.3%+20.4pp | 82.2%+16.5pp | 72.0%+26.7pp |
| Annual return | 15.45% | 30.56%-15.1pp | 418.34%-402.9pp | 34.25%-18.8pp |
| Employer contribution / active EE | $3,831 | $4,093-6.4% | $4,933-22.3% | $3,034+26.3% |
| Participant deferral / active EE | $14,140 | $8,502+66.3% | $8,070+75.2% | $5,087+178.0% |
| Admin fee / account holder | $41 | $179-77.0% | $12,998-99.7% | $269-84.7% |