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 | $87,379 |
MERIT FINANCIAL GROUP, LLC3 years Service code 99 · EIN 45-3686413 | Other Fees | $30,000 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $22,100 |
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.)
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 | $138,707 | $122,239+13.5% | $184,203-24.7% | $74,495+86.2% |
| Participation rate | 97.1% | 85.5%+11.7pp | 86.8%+10.3pp | 67.2%+29.9pp |
| Annual return | 16.68% | 19.95%-3.3pp | 28.81%-12.1pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $1,614 | $4,537-64.4% | $6,427-74.9% | $2,623-38.5% |
| Participant deferral / active EE | $5,897 | $7,139-17.4% | $9,131-35.4% | $4,346+35.7% |
| Admin fee / account holder | $301 | $1,260-76.1% | $13,901-97.8% | $1,942-84.5% |