Filed July 9, 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 19 · EIN 51-0396365 | Securities Custodian | $55,924 |
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 | $17,228 | $56,095-69.3% | $178,490-90.3% | $90,288-80.9% |
| Participation rate | 92.6% | 65.6%+27.0pp | 81.9%+10.6pp | 73.4%+19.2pp |
| Annual return | 15.64% | 28.81%-13.2pp | 151.07%-135.4pp | 53.97%-38.3pp |
| Employer contribution / active EE | $310 | $1,572-80.3% | $5,011-93.8% | $2,524-87.7% |
| Participant deferral / active EE | $1,184 | $2,669-55.6% | $5,202-77.2% | $4,232-72.0% |
| Admin fee / account holder | $40 | $101-60.3% | $13,984-99.7% | $114-64.9% |