Filed September 29, 2003 (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 |
|---|---|---|
BONADIO & CO., LLP1 year Filed as: BONADIO & CO LLP Service code 10 171 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $8,420 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,245 |
Service code 13 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Contract Administrator | $1,579 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $89 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,191 | $89,739-38.5% | $149,718-63.1% | $62,292-11.4% |
| Participation rate | 77.0% | 85.1%-8.1pp | 87.1%-10.1pp | 69.5%+7.5pp |
| Annual return | 15.53% | 21.01%-5.5pp | 1501.63%-1486.1pp | 28.90%-13.4pp |
| Employer contribution / active EE | $1,041 | $3,233-67.8% | $5,445-80.9% | $2,042-49.0% |
| Participant deferral / active EE | $2,975 | $4,797-38.0% | $6,569-54.7% | $3,169-6.1% |
| Admin fee / account holder | $129 | $551-76.7% | $11,283-98.9% | $479-73.2% |