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, PC2 years Filed as: DAVID J. BROWN, LLC Service code 10 · EIN 27-1365963 | Accounting | $20,806 |
MINNESOTA LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 41-0417830 | Contract Administrator | $8,599 |
Annual investment return 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 | $43,178 | $42,810+0.9% | $169,463-74.5% | $55,725-22.5% |
| Participation rate | 99.0% | 64.7%+34.3pp | 77.8%+21.2pp | 70.9%+28.1pp |
| Annual return | -7.31% | -3.61%-3.7pp | 1.83%-9.1pp | 244.93%-252.2pp |
| Employer contribution / active EE | $1,558 | $1,402+11.1% | $4,159-62.5% | $2,078-25.0% |
| Participant deferral / active EE | $4,543 | $3,141+44.6% | $5,277-13.9% | $3,356+35.4% |
| Admin fee / account holder | $45 | $106-58.0% | $9,109-99.5% | $115-61.2% |