Filed October 18, 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 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 15 · EIN 35-0145825 | Recordkeeping | $181,971 |
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 | $43,731 | $47,078-7.1% | $100,671-56.6% | $55,191-20.8% |
| Participation rate | 89.2% | 58.0%+31.2pp | 70.7%+18.5pp | 69.2%+20.1pp |
| Annual return | 0.88% | 0.65%+0.2pp | 20.43%-19.5pp | 10.78%-9.9pp |
| Employer contribution / active EE | $2,418 | $1,065+127.0% | $4,012-39.7% | $1,899+27.4% |
| Participant deferral / active EE | $1,992 | $2,038-2.3% | $3,144-36.6% | $3,046-34.6% |
| Admin fee / account holder | $10 | $153-93.3% | $4,850-99.8% | $91-88.7% |