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 COMPANY3+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $95,003 |
STEPTOE & JOHNSON LLP2+ years Filed as: STEPTOE & JOHNSON Service code 99 · EIN 52-1349790 | Other Fees | $59,328 |
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 | $155,898 | $96,400+61.7% | $149,718+4.1% | $177,276-12.1% |
| Participation rate | 95.4% | 88.9%+6.5pp | 87.1%+8.4pp | 74.8%+20.6pp |
| Annual return | 17.84% | 19.02%-1.2pp | 1501.63%-1483.8pp | 21.25%-3.4pp |
| Employer contribution / active EE | $5,764 | $3,680+56.6% | $5,445+5.9% | $2,479+132.5% |
| Participant deferral / active EE | $8,931 | $5,510+62.1% | $6,569+36.0% | $3,881+130.1% |
| Admin fee / account holder | $5 | $69-92.5% | $11,283-100.0% | $154-96.6% |