Filed October 18, 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 13 · EIN 42-0127290 | Contract Administrator | $11,157 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,147 | $121,341-33.1% | $189,513-57.2% | $79,386+2.2% |
| Participation rate | 80.8% | 86.1%-5.3pp | 87.8%-7.0pp | 70.7%+10.1pp |
| Annual return | 15.29% | 21.08%-5.8pp | 555.15%-539.9pp | 116.85%-101.6pp |
| Employer contribution / active EE | $1,199 | $3,915-69.4% | $6,162-80.5% | $2,427-50.6% |
| Participant deferral / active EE | $4,118 | $6,395-35.6% | $8,221-49.9% | $4,046+1.8% |
| Admin fee / account holder | $288 | $651-55.8% | $12,045-97.6% | $626-54.0% |