Filed October 18, 2004
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 51 · EIN 39-6040276 | Investment Mgmt Fees | $2,777 |
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 | $30,184 | $48,064-37.2% | $78,778-61.7% | $69,631-56.7% |
| Participation rate | 78.1% | 61.6%+16.5pp | 69.2%+8.9pp | 70.7%+7.4pp |
| Annual return | 14.60% | 21.81%-7.2pp | 35.62%-21.0pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $425 | $744-42.9% | $1,986-78.6% | $2,032-79.1% |
| Participant deferral / active EE | $2,081 | $2,079+0.1% | $2,958-29.6% | $3,224-35.4% |
| Admin fee / account holder | $10 | $152-93.7% | $5,134-99.8% | $110-91.3% |