Filed November 17, 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 27 · EIN 35-1729164 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,636 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $68,358 | $64,871+5.4% | $129,110-47.1% | $66,914+2.2% |
| Participation rate | 93.2% | 74.0%+19.2pp | 77.3%+15.9pp | 69.8%+23.4pp |
| Annual return | -17.61% | -12.21%-5.4pp | -10.94%-6.7pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,087 | $3,741-44.2% | $5,052-58.7% | $2,544-18.0% |
| Participant deferral / active EE | $4,208 | $5,090-17.3% | $6,542-35.7% | $4,237-0.7% |
| Admin fee / account holder | $226 | $629-64.1% | $14,302-98.4% | $593-61.9% |