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 Service code 10 · EIN 22-1478099 | Accounting | $15,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,623 |
Form 5500 reported that benefits due were not provided when due.
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 | $319,968 | $127,481+151.0% | $149,696+113.7% | $90,288+254.4% |
| Participation rate | 99.7% | 78.2%+21.5pp | 82.5%+17.2pp | 73.4%+26.4pp |
| Annual return | 18.18% | 57.78%-39.6pp | 276.60%-258.4pp | 53.97%-35.8pp |
| Employer contribution / active EE | $3,468 | $3,448+0.6% | $4,644-25.3% | $2,524+37.4% |
| Participant deferral / active EE | $12,229 | $6,975+75.3% | $6,842+78.7% | $4,232+189.0% |
| Admin fee / account holder | $12 | $152-92.0% | $9,309-99.9% | $114-89.3% |