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 | $164,916 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $23,425 |
FIDUCIENT ADVISORS LLC3 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $11,500 |
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 | $28,817 | $104,697-72.5% | $96,544-70.2% | $80,160-64.1% |
| Participation rate | 96.0% | 86.4%+9.6pp | 76.0%+20.0pp | 72.9%+23.0pp |
| Annual return | 18.72% | 21.78%-3.1pp | 25.84%-7.1pp | 40.38%-21.7pp |
| Employer contribution / active EE | $1,648 | $3,536-53.4% | $2,965-44.4% | $2,978-44.7% |
| Participant deferral / active EE | $4,623 | $6,188-25.3% | $4,851-4.7% | $5,017-7.9% |
| Admin fee / account holder | $68 | $107-36.5% | $8,252-99.2% | $145-53.3% |