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 | $149,146 |
CARON & BLETZER, PLLC5 years Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $34,381 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $12,937 |
SQUIRE PATTON BOGGS US LLP5 years Service code 29 · EIN 34-0648199 | Legal | $7,366 |
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 | $90,885 | $110,299-17.6% | $102,423-11.3% | $199,593-54.5% |
| Participation rate | 95.8% | 86.3%+9.5pp | 76.5%+19.3pp | 72.0%+23.8pp |
| Annual return | 53.40% | 35.73%+17.7pp | 29.32%+24.1pp | 34.25%+19.2pp |
| Employer contribution / active EE | $3,684 | $3,603+2.2% | $3,023+21.9% | $3,034+21.4% |
| Participant deferral / active EE | $7,697 | $6,376+20.7% | $5,053+52.3% | $5,087+51.3% |
| Admin fee / account holder | $77 | $122-37.2% | $9,451-99.2% | $269-71.4% |