Filed October 18, 2004
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 12 · EIN 13-3689044 | Participant communication; Float reve... | $469,067 |
THE LAMPO GROUP, INC.1+ years Filed as: THE LAMPO GROUP Service code 16 · EIN 62-1593846 | Consulting | $113,400 |
Service code 16 · EIN 81-0635433 | Consulting | $60,000 |
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $17,400 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $54,657 | $67,505-19.0% | $73,843-26.0% | $67,505-19.0% |
| Participation rate | 92.0% | 71.2%+20.8pp | 73.4%+18.6pp | 71.2%+20.8pp |
| Annual return | 0.59% | 6.52%-5.9pp | 2267.84%-2267.3pp | 6.52%-5.9pp |
| Employer contribution / active EE | $1,410 | $2,173-35.1% | $2,787-49.4% | $2,173-35.1% |
| Participant deferral / active EE | $4,043 | $3,597+12.4% | $3,583+12.8% | $3,597+12.4% |
| Admin fee / account holder | $98 | $56+74.9% | $4,880-98.0% | $56+74.9% |