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 | $753,088 |
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 | $144,702 | $101,517+42.5% | $109,895+31.7% | $101,517+42.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 74.2%+25.8pp | 74.6%+25.4pp |
| Annual return | 14.11% | 21.00%-6.9pp | 29.45%-15.3pp | 21.00%-6.9pp |
| Employer contribution / active EE | $2,932 | $2,973-1.4% | $2,842+3.1% | $2,973-1.4% |
| Participant deferral / active EE | $6,957 | $4,873+42.8% | $4,048+71.9% | $4,873+42.8% |
| Admin fee / account holder | $94 | $139-32.5% | $6,066-98.4% | $139-32.5% |