Filed December 29, 2003 (most recent of 2 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 |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: DAVID J. BROWN, LLC Service code 10 · EIN 27-1365963 | Accounting | $21,108 |
MINNESOTA LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $10,239 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,654 | $46,966+3.6% | $185,117-73.7% | $69,631-30.1% |
| Participation rate | 98.7% | 65.3%+33.5pp | 77.3%+21.5pp | 70.7%+28.0pp |
| Annual return | 23.16% | 22.36%+0.8pp | 40.50%-17.3pp | 27571.02%-27547.9pp |
| Employer contribution / active EE | $1,578 | $1,360+16.0% | $4,182-62.3% | $2,032-22.3% |
| Participant deferral / active EE | $4,424 | $3,017+46.6% | $5,045-12.3% | $3,224+37.2% |
| Admin fee / account holder | $52 | $94-44.4% | $8,159-99.4% | $110-52.8% |