Filed October 18, 2004
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 13 · EIN 06-1050034 | Contract Administrator | $238,969 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $105,000 |
ERIN IVES1 year Filed as: ERIN CARMIEL Service code 56 KONICA MINOLTA · RAMSEY, NJ 07446 | Non-monetary compensation | $0 |
KONICA MINOLTA PREMIER1 year Filed as: KONICA MINOLTA Service code 56 · EIN 20-3247391 | Non-monetary compensation | $0 |
REYNA CLINE1 year Service code 56 KONICA MINOLTA · RAMSEY, NJ 07446 | Non-monetary compensation | $0 |
SUSAN FLAHERTY2 years Filed as: SUSAN MCCARTHY Service code 56 KONICA MINOLTA · RAMSEY, NJ 07446 | Non-monetary compensation | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $91,743 | $177,276-48.2% | $94,993-3.4% | $177,276-48.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 73.9%+26.1pp | 74.8%+25.2pp |
| Annual return | 16.96% | 21.25%-4.3pp | 27.12%-10.2pp | 21.25%-4.3pp |
| Employer contribution / active EE | $1,801 | $2,479-27.4% | $2,603-30.8% | $2,479-27.4% |
| Participant deferral / active EE | $5,775 | $3,881+48.8% | $3,317+74.1% | $3,881+48.8% |
| Admin fee / account holder | $60 | $154-61.0% | $4,960-98.8% | $154-61.0% |