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 |
|---|---|---|
COHNREZNICK LLP1+ years Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$65,501 |
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 | $190,267 | $86,791+119.2% | $115,037+65.4% | $59,188+221.5% |
| Participation rate | 94.8% | 72.8%+21.9pp | 81.4%+13.4pp | 69.4%+25.3pp |
| Annual return | 0.93% | 4.44%-3.5pp | 26.14%-25.2pp | 5.51%-4.6pp |
| Employer contribution / active EE | $2,637 | $2,950-10.6% | $4,608-42.8% | $2,098+25.7% |
| Participant deferral / active EE | $9,308 | $5,298+75.7% | $6,026+54.4% | $3,265+185.1% |
| Admin fee / account holder | -$33 | $95-134.6% | $8,175-100.4% | $92-135.6% |