Filed March 31, 2005 (most recent of 4 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 | Float revenue; Participant loan proce... | $240,958 |
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 | $109,391 | $52,886+106.8% | $109,895-0.5% | $93,030+17.6% |
| Participation rate | 81.2% | 66.4%+14.8pp | 74.2%+7.0pp | 73.9%+7.3pp |
| Annual return | 16.14% | 16.89%-0.7pp | 29.45%-13.3pp | 158.70%-142.6pp |
| Employer contribution / active EE | $4,960 | $1,248+297.3% | $2,842+74.5% | $2,706+83.3% |
| Participant deferral / active EE | $5,668 | $2,815+101.4% | $4,048+40.0% | $4,562+24.2% |
| Admin fee / account holder | $74 | $91-18.7% | $6,066-98.8% | $152-51.4% |