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 COMPANY2+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $84,418 |
STEPTOE & JOHNSON LLP1+ years Filed as: STEPTOE & JOHNSON Service code 99 · EIN 52-1349790 | Other Fees | $55,900 |
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 | $131,021 | $82,683+58.5% | $133,980-2.2% | $65,292+100.7% |
| Participation rate | 96.3% | 87.3%+9.0pp | 87.1%+9.3pp | 72.4%+23.9pp |
| Annual return | 7.19% | 9.63%-2.4pp | 29.30%-22.1pp | 11.84%-4.7pp |
| Employer contribution / active EE | $5,405 | $3,583+50.8% | $5,211+3.7% | $2,302+134.8% |
| Participant deferral / active EE | $8,346 | $5,190+60.8% | $6,282+32.9% | $3,579+133.2% |
| Admin fee / account holder | $5 | $66-92.7% | $9,324-99.9% | $57-91.7% |