Filed November 10, 2004
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 | $9,599 |
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 | $74,311 | $98,982-24.9% | $162,163-54.2% | $65,185+14.0% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 24.94% | 24.84%+0.1pp | 115.59%-90.6pp | 29.38%-4.4pp |
| Employer contribution / active EE | $7,210 | $3,467+108.0% | $5,614+28.4% | $2,177+231.3% |
| Participant deferral / active EE | $5,743 | $5,384+6.7% | $7,298-21.3% | $3,514+63.4% |
| Admin fee / account holder | $66 | $596-88.9% | $10,843-99.4% | $847-92.2% |