Filed October 26, 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 15 · EIN 35-0145825 | Recordkeeping | $25,802 |
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 | $29,821 | $46,173-35.4% | $170,442-82.5% | $69,631-57.2% |
| Participation rate | 77.3% | 63.9%+13.4pp | 83.6%-6.3pp | 70.7%+6.6pp |
| Annual return | 14.88% | 21.62%-6.7pp | 205.93%-191.1pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,399 | $2,080+15.3% | $4,939-51.4% | $3,224-25.6% |
| Admin fee / account holder | $5 | $116-95.9% | $13,880-100.0% | $110-95.7% |