Filed September 26, 2003
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 64 · EIN 71-0294708 | Recordkeeping Fees | $61,112 |
MERIT FINANCIAL GROUP, LLC2 years Service code 99 · EIN 45-3686413 | Other Fees | $30,000 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $21,000 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0764794 | Accounting | $4,988 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $121,905 | $130,194-6.4% | $169,993-28.3% | $71,457+70.6% |
| Participation rate | 91.7% | 86.1%+5.6pp | 87.0%+4.7pp | 67.9%+23.8pp |
| Annual return | 13.67% | 20.37%-6.7pp | 53.37%-39.7pp | 28.85%-15.2pp |
| Employer contribution / active EE | $1,632 | $4,381-62.8% | $6,785-76.0% | $2,588-36.9% |
| Participant deferral / active EE | $5,775 | $6,923-16.6% | $10,408-44.5% | $4,289+34.6% |
| Admin fee / account holder | $302 | $966-68.7% | $12,815-97.6% | $1,587-80.9% |