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 5-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 | $178,978 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $26,600 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $15,250 |
SQUIRE PATTON BOGGS US LLP2 years Service code 29 · EIN 34-0648199 | Legal | $8,023 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,452 | $130,141-81.2% | $86,677-71.8% | $77,904-68.6% |
| Participation rate | 94.4% | 85.9%+8.5pp | 76.6%+17.9pp | 73.7%+20.7pp |
| Annual return | -13.77% | -12.75%-1.0pp | 35.91%-49.7pp | 12.21%-26.0pp |
| Employer contribution / active EE | $1,544 | $3,220-52.0% | $2,836-45.6% | $2,848-45.8% |
| Participant deferral / active EE | $4,402 | $5,757-23.5% | $4,656-5.4% | $4,806-8.4% |
| Admin fee / account holder | $81 | $132-38.5% | $7,493-98.9% | $133-38.8% |