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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,104 |
COHNREZNICK LLP7 years Service code 10 · EIN 22-1478099 | Accounting | $15,300 |
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 | $278,340 | $95,388+191.8% | $125,339+122.1% | $77,904+257.3% |
| Participation rate | 98.2% | 78.6%+19.6pp | 82.4%+15.8pp | 73.7%+24.5pp |
| Annual return | -16.22% | 116.19%-132.4pp | 572.05%-588.3pp | 12.21%-28.4pp |
| Employer contribution / active EE | $4,974 | $3,666+35.7% | $4,814+3.3% | $2,848+74.7% |
| Participant deferral / active EE | $12,768 | $7,711+65.6% | $7,446+71.5% | $4,806+165.7% |
| Admin fee / account holder | $27 | $119-77.0% | $10,010-99.7% | $133-79.4% |