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 COMPANY4+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $104,283 |
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 | $145,221 | $104,281+39.3% | $140,016+3.7% | $68,904+110.8% |
| Participation rate | 94.6% | 89.1%+5.5pp | 87.5%+7.1pp | 74.1%+20.5pp |
| Annual return | -4.63% | -1.33%-3.3pp | 651.12%-655.7pp | 1.07%-5.7pp |
| Employer contribution / active EE | $5,737 | $4,070+40.9% | $5,606+2.3% | $2,540+125.8% |
| Participant deferral / active EE | $8,933 | $6,129+45.7% | $6,927+29.0% | $4,015+122.5% |
| Admin fee / account holder | $0 | $79-100.0% | $10,705-100.0% | $71-99.9% |