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 COMPANY6+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $109,322 |
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 | $195,096 | $122,602+59.1% | $177,821+9.7% | $93,223+109.3% |
| Participation rate | 96.0% | 91.3%+4.7pp | 87.7%+8.3pp | 74.9%+21.1pp |
| Annual return | 17.48% | 22.53%-5.0pp | 48.32%-30.8pp | 19.29%-1.8pp |
| Employer contribution / active EE | $5,844 | $4,338+34.7% | $5,918-1.3% | $2,680+118.1% |
| Participant deferral / active EE | $9,319 | $7,134+30.6% | $7,714+20.8% | $4,563+104.2% |
| Admin fee / account holder | $0 | $62-99.9% | $12,427-100.0% | $79-99.9% |