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 | $33,487 |
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 | $95,796 | $136,307-29.7% | $177,821-46.1% | $73,488+30.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 17.17% | 18.68%-1.5pp | 48.32%-31.1pp | 28.51%-11.3pp |
| Employer contribution / active EE | $7,413 | $3,712+99.7% | $5,918+25.3% | $2,270+226.6% |
| Participant deferral / active EE | $5,630 | $5,829-3.4% | $7,714-27.0% | $3,740+50.6% |
| Admin fee / account holder | $194 | $596-67.5% | $12,427-98.4% | $513-62.3% |