Filed March 18, 2003
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 15 · EIN 84-0467907 | Recordkeeping | $2,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,329 | $37,039+33.2% | $147,614-66.6% | $59,188-16.7% |
| Participation rate | 38.6% | 63.8%-25.2pp | 84.6%-46.1pp | 69.4%-30.9pp |
| Annual return | 0.05% | 7.19%-7.1pp | 61.98%-61.9pp | 5.51%-5.5pp |
| Employer contribution / active EE | $3,151 | $1,353+132.9% | $5,564-43.4% | $2,098+50.2% |
| Participant deferral / active EE | $1,965 | $2,094-6.2% | $4,895-59.9% | $3,265-39.8% |
| Admin fee / account holder | $1 | $60-98.0% | $11,611-100.0% | $92-98.7% |