Filed January 31, 2005
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 21 · EIN 41-0632402 | Bank Trustee | $1,661 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,421 | $57,435+10.4% | $105,218-39.7% | $55,191+14.9% |
| Participation rate | 67.1% | 71.3%-4.2pp | 77.2%-10.1pp | 69.2%-2.1pp |
| Annual return | 16.27% | 2.97%+13.3pp | 5.33%+10.9pp | 10.78%+5.5pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $3,255-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,363 | $3,495-3.8% | $4,867-30.9% | $3,046+10.4% |
| Admin fee / account holder | $4 | $70-93.9% | $6,992-99.9% | $91-95.3% |