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 | $5,166 |
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 | $50,516 | $45,324+11.5% | $122,332-58.7% | $69,631-27.5% |
| Participation rate | 86.2% | 59.9%+26.3pp | 71.6%+14.6pp | 70.7%+15.5pp |
| Annual return | 16.20% | 25.35%-9.1pp | 30.27%-14.1pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $2,398 | $1,230+95.0% | $4,050-40.8% | $2,032+18.0% |
| Participant deferral / active EE | $2,211 | $2,367-6.6% | $3,287-32.7% | $3,224-31.4% |
| Admin fee / account holder | $10 | $87-88.4% | $5,478-99.8% | $110-90.9% |