Filed March 12, 2004 (most recent of 2 filings on file)
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 25 · EIN 04-2647786 | Directed Trustee | $659,823 |
Form 5500 reported that benefits due were not provided when due.
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 | $65,504 | $111,651-41.3% | $86,874-24.6% | $101,517-35.5% |
| Participation rate | 95.7% | 83.2%+12.4pp | 71.6%+24.0pp | 74.6%+21.1pp |
| Annual return | 14.67% | 19.55%-4.9pp | 63.52%-48.8pp | 21.00%-6.3pp |
| Employer contribution / active EE | $2,614 | $3,410-23.3% | $2,495+4.7% | $2,973-12.1% |
| Participant deferral / active EE | $4,363 | $4,831-9.7% | $3,699+17.9% | $4,873-10.5% |
| Admin fee / account holder | $59 | $79-25.1% | $5,828-99.0% | $139-57.5% |