Filed May 5, 2005
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 12 · EIN 13-3689044 | Participant communication; Claims pro... | $19,851 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,917 | $50,815+124.2% | $155,509-26.7% | $77,643+46.7% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 11.39% | 34.80%-23.4pp | 64.67%-53.3pp | 31.24%-19.9pp |
| Employer contribution / active EE | $2,657 | $1,993+33.3% | $4,672-43.1% | $2,726-2.5% |
| Participant deferral / active EE | $5,164 | $2,822+83.0% | $5,626-8.2% | $4,647+11.1% |
| Admin fee / account holder | $39 | $437-91.1% | $15,912-99.8% | $430-91.0% |