Filed January 29, 2006 (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 |
|---|---|---|
FID INV INST OPS CO5+ years Service code 14 · EIN 04-2647786 | Plan Administrator | $1,500,022 |
COHNREZNICK LLP5+ years Service code 10 · EIN 22-1478099 | Accounting | $18,750 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $285,574 | $201,404+41.8% | $93,606+205.1% | $89,569+218.8% |
| Participation rate | 96.2% | 87.5%+8.7pp | 75.8%+20.4pp | 69.6%+26.6pp |
| Annual return | 21.52% | 23.05%-1.5pp | 32.76%-11.2pp | 34.56%-13.0pp |
| Employer contribution / active EE | $11,509 | $6,528+76.3% | $2,718+323.4% | $2,584+345.3% |
| Participant deferral / active EE | $12,869 | $9,208+39.8% | $4,069+216.3% | $4,220+204.9% |
| Admin fee / account holder | $67 | $89-25.3% | $7,888-99.2% | $72-6.8% |