Filed April 11, 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 52 · EIN 04-1590850 | Indirect Investment Fees | $1,560 |
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 | $103,941 | $48,277+115.3% | $63,517+63.6% | $55,191+88.3% |
| Participation rate | 89.1% | 69.4%+19.7pp | 71.0%+18.1pp | 69.2%+19.9pp |
| Annual return | 3.13% | 2.37%+0.8pp | -70.30%+73.4pp | 10.78%-7.6pp |
| Employer contribution / active EE | $2,760 | $1,592+73.4% | $2,322+18.9% | $1,899+45.3% |
| Participant deferral / active EE | $4,696 | $2,432+93.1% | $2,953+59.0% | $3,046+54.1% |
| Admin fee / account holder | $4 | $86-94.9% | $5,892-99.9% | $91-95.2% |