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 | $1,045 |
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 | $88,994 | $82,093+8.4% | $379,746-76.6% | $73,409+21.2% |
| Participation rate | 88.2% | 76.8%+11.4pp | 78.4%+9.8pp | 72.2%+16.0pp |
| Annual return | 23.45% | 18.89%+4.6pp | 34.90%-11.5pp | 59.29%-35.8pp |
| Employer contribution / active EE | $225 | $2,847-92.1% | $3,540-93.6% | $2,234-89.9% |
| Participant deferral / active EE | $4,987 | $4,697+6.2% | $6,024-17.2% | $3,805+31.0% |
| Admin fee / account holder | $2 | $128-98.6% | $7,927-100.0% | $158-98.9% |