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 | $28,274 |
SIGMA FINANCIAL CORPORATION3 years Service code 33 · EIN 38-2472555 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,473 | $65,223-60.9% | $80,019-68.2% | $55,725-54.3% |
| Participation rate | 94.4% | 80.6%+13.8pp | 75.8%+18.5pp | 70.9%+23.5pp |
| Annual return | -6.51% | 7.59%-14.1pp | 11.22%-17.7pp | 244.93%-251.4pp |
| Employer contribution / active EE | $1,415 | $2,544-44.4% | $2,468-42.7% | $2,078-31.9% |
| Participant deferral / active EE | $2,841 | $3,881-26.8% | $3,686-22.9% | $3,356-15.3% |
| Admin fee / account holder | $28 | $114-75.5% | $6,521-99.6% | $115-75.7% |