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 | Investment management; Participant co... | $410,730 |
THE LAMPO GROUP, INC.2+ years Filed as: THE LAMPO GROUP Service code 16 · EIN 62-1593846 | Consulting | $57,750 |
Service code 16 · EIN 81-0635433 | Consulting | $36,000 |
BDO USA, LLP2+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $18,164 |
NATIONAL FINANCIAL SERVICES2+ 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 | $55,384 | $65,292-15.2% | $78,689-29.6% | $65,292-15.2% |
| Participation rate | 92.5% | 72.4%+20.1pp | 73.6%+18.9pp | 72.4%+20.1pp |
| Annual return | 11.55% | 11.84%-0.3pp | 62.18%-50.6pp | 11.84%-0.3pp |
| Employer contribution / active EE | $1,452 | $2,302-36.9% | $2,851-49.1% | $2,302-36.9% |
| Participant deferral / active EE | $4,198 | $3,579+17.3% | $3,517+19.4% | $3,579+17.3% |
| Admin fee / account holder | $69 | $57+20.0% | $4,510-98.5% | $57+20.0% |