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 LLP8 years Service code 10 · EIN 22-1478099 | Accounting | $21,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,375 |
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 | $318,459 | $107,459+196.4% | $135,903+134.3% | $80,160+297.3% |
| Participation rate | 98.5% | 78.0%+20.4pp | 81.9%+16.6pp | 72.9%+25.5pp |
| Annual return | 17.71% | 91.91%-74.2pp | 68.23%-50.5pp | 40.38%-22.7pp |
| Employer contribution / active EE | $5,292 | $3,877+36.5% | $4,856+9.0% | $2,978+77.7% |
| Participant deferral / active EE | $13,866 | $8,195+69.2% | $7,758+78.7% | $5,017+176.4% |
| Admin fee / account holder | $19 | $127-85.2% | $10,762-99.8% | $145-87.0% |