Filed August 4, 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 13 · EIN 06-1050034 | Contract Administrator | $301,311 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,134 | $67,228-23.9% | $117,854-56.6% | $77,958-34.4% |
| Participation rate | 56.9% | 79.4%-22.5pp | 79.7%-22.7pp | 71.6%-14.7pp |
| Annual return | 15.37% | 19.13%-3.8pp | 335.08%-319.7pp | 20.87%-5.5pp |
| Employer contribution / active EE | $705 | $2,211-68.1% | $3,786-81.4% | $2,310-69.5% |
| Participant deferral / active EE | $2,585 | $3,653-29.2% | $4,482-42.3% | $3,537-26.9% |
| Admin fee / account holder | $46 | $76-39.4% | $8,020-99.4% | $97-52.8% |