Filed February 4, 2005 (most recent of 4 filings on file)
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 |
|---|---|---|
BENEFIT TRUST COMPANY11+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $129,895 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $15,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,046 | $182,927+26.3% | $200,582+15.2% | $117,739+96.2% |
| Participation rate | 95.8% | 92.5%+3.3pp | 86.9%+8.9pp | 76.6%+19.1pp |
| Annual return | 16.43% | 15.76%+0.7pp | 42.33%-25.9pp | 17.29%-0.9pp |
| Employer contribution / active EE | $7,088 | $5,985+18.4% | $6,419+10.4% | $3,746+89.2% |
| Participant deferral / active EE | $12,051 | $9,711+24.1% | $9,331+29.1% | $6,128+96.6% |
| Admin fee / account holder | $1 | $95-98.8% | $16,305-100.0% | $112-99.0% |