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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $42,050 |
CUTTER & COMPANY, INC6 years Filed as: CUTTER AND CO BRKG INC Service code 16 · EIN 43-1477566 | Consulting | $13,059 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $9,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,479 | $53,136-53.9% | $155,509-84.3% | $199,593-87.7% |
| Participation rate | 18.5% | 64.1%-45.6pp | 78.2%-59.7pp | 72.0%-53.5pp |
| Annual return | 14.54% | 41.15%-26.6pp | 64.67%-50.1pp | 34.25%-19.7pp |
| Employer contribution / active EE | $437 | $1,851-76.4% | $4,672-90.7% | $3,034-85.6% |
| Participant deferral / active EE | $673 | $3,161-78.7% | $5,626-88.0% | $5,087-86.8% |
| Admin fee / account holder | $32 | $185-82.7% | $15,912-99.8% | $269-88.0% |