Filed March 9, 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 42-0127290 | Contract Administrator | $148,602 |
CARON & BLETZER, PLLC6 years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $33,100 |
FIDUCIENT ADVISORS LLC5 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $21,561 |
SQUIRE PATTON BOGGS US LLP6 years Service code 29 · EIN 34-0648199 | Legal | $10,225 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,692 | $128,899-17.2% | $113,168-5.7% | $102,872+3.7% |
| Participation rate | 96.5% | 87.0%+9.5pp | 76.6%+19.9pp | 73.0%+23.5pp |
| Annual return | 18.60% | 15.88%+2.7pp | 24.27%-5.7pp | 19.06%-0.5pp |
| Employer contribution / active EE | $3,671 | $3,713-1.1% | $2,975+23.4% | $3,526+4.1% |
| Participant deferral / active EE | $7,712 | $6,787+13.6% | $5,107+51.0% | $5,535+39.3% |
| Admin fee / account holder | $83 | $129-35.9% | $12,068-99.3% | $292-71.6% |