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 | $197,603 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,203 | $82,783-27.3% | $133,956-55.1% | $90,288-33.3% |
| Participation rate | 60.5% | 81.3%-20.8pp | 79.8%-19.4pp | 73.4%-12.9pp |
| Annual return | 14.93% | 21.89%-7.0pp | 45.09%-30.2pp | 53.97%-39.0pp |
| Employer contribution / active EE | $435 | $2,388-81.8% | $3,919-88.9% | $2,524-82.8% |
| Participant deferral / active EE | $2,963 | $4,291-31.0% | $5,048-41.3% | $4,232-30.0% |
| Admin fee / account holder | $65 | $93-29.7% | $8,927-99.3% | $114-42.8% |