Filed October 18, 2004 (most recent of 3 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 12 · EIN 13-3689044 | Recordkeeping fees; Participant commu... | $63,515 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $157,067 | $93,131+68.7% | $106,548+47.4% | $86,799+81.0% |
| Participation rate | 99.8% | 81.4%+18.4pp | 76.1%+23.7pp | 72.3%+27.5pp |
| Annual return | 13.17% | 19.45%-6.3pp | 26.80%-13.6pp | 97.91%-84.7pp |
| Employer contribution / active EE | $8,326 | $2,895+187.6% | $2,819+195.4% | $2,405+246.2% |
| Participant deferral / active EE | $8,053 | $4,708+71.0% | $4,398+83.1% | $4,131+95.0% |
| Admin fee / account holder | $106 | $145-27.3% | $7,407-98.6% | $170-37.8% |