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 13 · EIN 06-1050034 | Contract Administrator | $26,319 |
SIGMA FINANCIAL CORPORATION2 years Service code 33 · EIN 38-2472555 | Securities brokerage; Securities brok... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,089 | $90,410-74.5% | $91,001-74.6% | $77,958-70.4% |
| Participation rate | 92.9% | 86.4%+6.5pp | 75.6%+17.3pp | 71.6%+21.3pp |
| Annual return | 18.78% | 21.34%-2.6pp | 4.60%+14.2pp | 20.87%-2.1pp |
| Employer contribution / active EE | $1,046 | $3,392-69.1% | $2,456-57.4% | $2,310-54.7% |
| Participant deferral / active EE | $2,502 | $4,816-48.0% | $3,547-29.5% | $3,537-29.3% |
| Admin fee / account holder | $24 | $79-69.7% | $5,417-99.6% | $97-75.5% |