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 | $19,199 |
SIGMA FINANCIAL CORPORATION5 years Service code 33 · EIN 38-2472555 | Securities brokerage; Securities brok... | $0 |
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 | $40,524 | $85,135-52.4% | $98,907-59.0% | $73,409-44.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 15.35% | 19.14%-3.8pp | 196.43%-181.1pp | 59.29%-43.9pp |
| Employer contribution / active EE | $1,586 | $2,721-41.7% | $2,689-41.0% | $2,234-29.0% |
| Participant deferral / active EE | $3,099 | $4,349-28.7% | $4,244-27.0% | $3,805-18.6% |
| Admin fee / account holder | $18 | $139-87.0% | $6,642-99.7% | $158-88.6% |