Filed October 18, 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 |
|---|---|---|
TIAA9+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $61,499 |
PLANPILOT, LLC9+ years Service code 28 · EIN 45-4168388 | Investment Management | $43,712 |
OLSEN THIELEN & CO., LTD.2 years Service code 10 · EIN 41-1360831 | Accounting | $11,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $152,482 | $91,762+66.2% | $67,502+125.9% | $77,643+96.4% |
| Participation rate | 96.5% | 75.9%+20.6pp | 72.9%+23.6pp | 70.6%+25.9pp |
| Annual return | 15.16% | 14.87%+0.3pp | 3512.12%-3497.0pp | 31.24%-16.1pp |
| Employer contribution / active EE | $7,803 | $3,181+145.3% | $2,731+185.7% | $2,726+186.3% |
| Participant deferral / active EE | $3,674 | $3,903-5.9% | $4,000-8.1% | $4,647-20.9% |
| Admin fee / account holder | $144 | $176-18.1% | $3,998-96.4% | $430-66.5% |