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 | $29,365 |
SIGMA FINANCIAL CORPORATION4 years Service code 33 · EIN 38-2472555 | Securities brokerage; Securities brok... | $0 |
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 | $33,745 | $74,347-54.6% | $93,606-63.9% | $67,579-50.1% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 71.3%+28.7pp |
| Annual return | 23.69% | 28.07%-4.4pp | 32.76%-9.1pp | 378.56%-354.9pp |
| Employer contribution / active EE | $1,809 | $2,583-30.0% | $2,718-33.4% | $2,148-15.8% |
| Participant deferral / active EE | $3,065 | $4,060-24.5% | $4,069-24.7% | $3,539-13.4% |
| Admin fee / account holder | $28 | $123-76.8% | $7,888-99.6% | $142-80.0% |