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 COMPANY7+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $262,794 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $217,340 | $136,780+58.9% | $189,513+14.7% | $101,517+114.1% |
| Participation rate | 94.6% | 90.9%+3.8pp | 87.8%+6.8pp | 74.6%+20.1pp |
| Annual return | 13.49% | 37.00%-23.5pp | 555.15%-541.7pp | 21.00%-7.5pp |
| Employer contribution / active EE | $6,031 | $4,857+24.2% | $6,162-2.1% | $2,973+102.9% |
| Participant deferral / active EE | $9,801 | $7,572+29.4% | $8,221+19.2% | $4,873+101.1% |
| Admin fee / account holder | $8 | $64-87.0% | $12,045-99.9% | $139-94.0% |