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 | $2,720 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,111 | $41,281+2.0% | $109,313-61.5% | $57,658-27.0% |
| Participation rate | 91.4% | 59.3%+32.1pp | 71.3%+20.1pp | 70.2%+21.2pp |
| Annual return | 6.74% | 8.97%-2.2pp | 22.07%-15.3pp | 5.13%+1.6pp |
| Employer contribution / active EE | $2,443 | $1,201+103.4% | $3,892-37.2% | $1,974+23.8% |
| Participant deferral / active EE | $2,065 | $2,223-7.1% | $3,166-34.8% | $3,061-32.5% |
| Admin fee / account holder | $6 | $75-92.1% | $5,666-99.9% | $95-93.7% |