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 LLP5+ years Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $15,335 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$61,733 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $277,446 | $101,523+173.3% | $141,162+96.5% | $77,787+256.7% |
| Participation rate | 99.4% | 77.4%+22.1pp | 82.5%+17.0pp | 73.2%+26.2pp |
| Annual return | 23.02% | 56.22%-33.2pp | 71.39%-48.4pp | 32.57%-9.6pp |
| Employer contribution / active EE | $3,282 | $3,341-1.8% | $4,735-30.7% | $2,504+31.0% |
| Participant deferral / active EE | $10,736 | $6,434+66.9% | $6,709+60.0% | $3,967+170.6% |
| Admin fee / account holder | -$30 | $92-132.9% | $10,261-100.3% | $100-130.1% |