Filed October 18, 2004 (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 |
|---|---|---|
GWL&A2+ years Service code 15 · EIN 84-0467907 | Recordkeeping | $20,025 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $60,808 | $70,106-13.3% | $80,975-24.9% | $63,975-4.9% |
| Participation rate | 93.4% | 79.4%+14.0pp | 75.8%+17.6pp | 71.1%+22.2pp |
| Annual return | 6.35% | 13.93%-7.6pp | 17.10%-10.8pp | 48.65%-42.3pp |
| Employer contribution / active EE | $561 | $2,042-72.5% | $3,714-84.9% | $2,182-74.3% |
| Participant deferral / active EE | $2,425 | $5,245-53.8% | $5,696-57.4% | $3,356-27.7% |
| Admin fee / account holder | $3 | $57-94.5% | $5,516-99.9% | $70-95.6% |