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 60 · EIN 04-2647786 | Sub-TA Fees | $286,181 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $185,712 | $78,852+135.5% | $76,768+141.9% | $75,289+146.7% |
| Participation rate | 98.8% | 85.0%+13.8pp | 77.0%+21.8pp | 72.4%+26.4pp |
| Annual return | -7.23% | -1.29%-5.9pp | 2.43%-9.7pp | -0.04%-7.2pp |
| Employer contribution / active EE | $3,735 | $2,794+33.6% | $2,485+50.3% | $2,405+55.3% |
| Participant deferral / active EE | $5,213 | $4,800+8.6% | $3,852+35.3% | $3,739+39.4% |
| Admin fee / account holder | $54 | $79-31.2% | $6,675-99.2% | $102-46.9% |