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 | $1,608 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,156 | $64,286+2.9% | $106,387-37.8% | $55,725+18.7% |
| Participation rate | 84.2% | 75.2%+9.0pp | 77.5%+6.7pp | 70.9%+13.3pp |
| Annual return | 2.75% | 0.84%+1.9pp | 0.25%+2.5pp | 244.93%-242.2pp |
| Employer contribution / active EE | $268 | $2,367-88.7% | $3,520-92.4% | $2,078-87.1% |
| Participant deferral / active EE | $4,083 | $4,158-1.8% | $5,421-24.7% | $3,356+21.7% |
| Admin fee / account holder | $3 | $102-96.9% | $7,510-100.0% | $115-97.2% |