Filed October 18, 2004 (most recent of 4 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 64 · EIN 04-2647786 | Recordkeeping Fees | $310,711 |
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 | $205,797 | $80,211+156.6% | $74,183+177.4% | $63,975+221.7% |
| Participation rate | 98.9% | 84.2%+14.7pp | 76.6%+22.3pp | 71.1%+27.8pp |
| Annual return | 23.31% | 14.13%+9.2pp | 17.74%+5.6pp | 48.65%-25.3pp |
| Employer contribution / active EE | $4,514 | $2,553+76.8% | $2,370+90.5% | $2,182+106.9% |
| Participant deferral / active EE | $4,654 | $4,370+6.5% | $3,550+31.1% | $3,356+38.6% |
| Admin fee / account holder | $62 | $67-7.6% | $5,586-98.9% | $70-11.8% |