Filed October 22, 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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $50,509 |
HORAN SECURITIES INC1+ years Filed as: HORAN SECURITIES, INC Service code 53 · EIN 31-1448612 | Insurance Commissions | $34,082 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,977 | $38,925-74.4% | $73,843-86.5% | $55,191-81.9% |
| Participation rate | 90.4% | 66.0%+24.4pp | 73.4%+17.0pp | 69.2%+21.3pp |
| Annual return | 0.54% | 6.31%-5.8pp | 2267.84%-2267.3pp | 10.78%-10.2pp |
| Employer contribution / active EE | $630 | $1,695-62.8% | $2,787-77.4% | $1,899-66.8% |
| Participant deferral / active EE | $1,000 | $2,351-57.4% | $3,583-72.1% | $3,046-67.2% |
| Admin fee / account holder | $73 | $83-12.3% | $4,880-98.5% | $91-19.9% |