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 16 · EIN 27-1746834 | Consulting | $27,083 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,578 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $70,027 | $68,904+1.6% | $79,464-11.9% | $68,904+1.6% |
| Participation rate | 93.5% | 74.1%+19.4pp | 73.3%+20.1pp | 74.1%+19.4pp |
| Annual return | 39.08% | 1.07%+38.0pp | 718.14%-679.1pp | 1.07%+38.0pp |
| Employer contribution / active EE | $1,528 | $2,540-39.8% | $2,800-45.4% | $2,540-39.8% |
| Participant deferral / active EE | $4,878 | $4,015+21.5% | $3,704+31.7% | $4,015+21.5% |
| Admin fee / account holder | $97 | $71+36.4% | $5,113-98.1% | $71+36.4% |