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 LLP4+ years Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $15,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$68,635 |
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 | $236,705 | $75,388+214.0% | $123,544+91.6% | $55,725+324.8% |
| Participation rate | 98.8% | 75.7%+23.1pp | 82.3%+16.5pp | 70.9%+27.9pp |
| Annual return | -3.83% | 4.48%-8.3pp | 119.20%-123.0pp | 244.93%-248.8pp |
| Employer contribution / active EE | $4,233 | $3,063+38.2% | $4,628-8.5% | $2,078+103.7% |
| Participant deferral / active EE | $10,463 | $5,651+85.2% | $6,426+62.8% | $3,356+211.8% |
| Admin fee / account holder | -$36 | $120-130.1% | $9,284-100.4% | $115-131.3% |