Filed July 27, 2005
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 52 · EIN 04-1590850 | Indirect Investment Fees | $5,010 |
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 | $142,301 | $56,171+153.3% | $108,745+30.9% | $55,167+157.9% |
| Participation rate | 89.4% | 70.7%+18.7pp | 77.7%+11.7pp | 69.0%+20.4pp |
| Annual return | 9.57% | 214.86%-205.3pp | 46.22%-36.7pp | 169.23%-159.7pp |
| Employer contribution / active EE | $3,845 | $2,153+78.6% | $3,323+15.7% | $1,963+95.9% |
| Participant deferral / active EE | $6,370 | $3,437+85.3% | $5,121+24.4% | $3,054+108.6% |
| Admin fee / account holder | $23 | $302-92.4% | $6,144-99.6% | $504-95.5% |