Filed October 18, 2004 (most recent of 2 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 13 · EIN 06-1050034 | Contract Administrator | $1,575 |
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 | $198,379 | $45,152+339.4% | $73,843+168.6% | $59,632+232.7% |
| Participation rate | 98.6% | 64.0%+34.6pp | 73.4%+25.2pp | 68.7%+29.9pp |
| Annual return | 2.68% | 27.40%-24.7pp | 2267.84%-2265.2pp | 2041.28%-2038.6pp |
| Employer contribution / active EE | $13,073 | $1,902+587.4% | $2,787+369.0% | $2,203+493.5% |
| Participant deferral / active EE | $11,117 | $2,574+331.9% | $3,583+210.3% | $3,192+248.3% |
| Admin fee / account holder | $17 | $3,516-99.5% | $4,880-99.7% | $4,297-99.6% |