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 | $1,150 |
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 | $34,903 | $37,213-6.2% | $156,549-77.7% | $63,975-45.4% |
| Participation rate | 71.3% | 65.0%+6.3pp | 84.0%-12.7pp | 71.1%+0.2pp |
| Annual return | 7.50% | 47.89%-40.4pp | 32.23%-24.7pp | 48.65%-41.2pp |
| Employer contribution / active EE | $3,141 | $1,357+131.4% | $5,501-42.9% | $2,182+43.9% |
| Participant deferral / active EE | $1,674 | $2,070-19.2% | $4,871-65.6% | $3,356-50.1% |
| Admin fee / account holder | $0 | $56-99.3% | $13,027-100.0% | $70-99.4% |