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 | $11,042 |
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 | $41,158 | $39,898+3.2% | $121,196-66.0% | $55,725-26.1% |
| Participation rate | 86.6% | 61.2%+25.3pp | 71.7%+14.8pp | 70.9%+15.7pp |
| Annual return | -3.99% | -0.96%-3.0pp | 16.93%-20.9pp | 244.93%-248.9pp |
| Employer contribution / active EE | $2,080 | $1,295+60.6% | $4,022-48.3% | $2,078+0.1% |
| Participant deferral / active EE | $2,034 | $2,439-16.6% | $3,344-39.2% | $3,356-39.4% |
| Admin fee / account holder | $7 | $95-92.5% | $5,019-99.9% | $115-93.8% |