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 | $187,743 |
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 | $61,487 | $73,125-15.9% | $125,175-50.9% | $77,787-21.0% |
| Participation rate | 52.3% | 79.4%-27.1pp | 79.8%-27.5pp | 73.2%-20.9pp |
| Annual return | 22.89% | 24.71%-1.8pp | 43.79%-20.9pp | 32.57%-9.7pp |
| Employer contribution / active EE | $756 | $2,413-68.7% | $3,865-80.4% | $2,504-69.8% |
| Participant deferral / active EE | $2,707 | $3,966-31.7% | $4,937-45.2% | $3,967-31.8% |
| Admin fee / account holder | $71 | $89-20.7% | $9,702-99.3% | $100-29.1% |