Filed May 5, 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 |
|---|---|---|
Filed as: DATATEX INVESTMENT SERVICES Service code 27 · EIN 43-1475256 | Advisory (Plan) | $25,819 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,450 |
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 | $46,276 | $62,324-25.7% | $68,509-32.5% | $55,191-16.2% |
| Participation rate | 96.0% | 78.9%+17.1pp | 74.7%+21.3pp | 69.2%+26.8pp |
| Annual return | 2.16% | 4.26%-2.1pp | 8.27%-6.1pp | 10.78%-8.6pp |
| Employer contribution / active EE | $641 | $2,223-71.2% | $2,278-71.9% | $1,899-66.2% |
| Participant deferral / active EE | $4,666 | $3,425+36.2% | $3,382+37.9% | $3,046+53.2% |
| Admin fee / account holder | $108 | $91+17.9% | $5,275-98.0% | $91+18.7% |