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 COMPANY8+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $258,562 |
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 | $176,503 | $119,153+48.1% | $151,611+16.4% | $78,044+126.2% |
| Participation rate | 92.5% | 92.5%+0.1pp | 87.5%+5.0pp | 74.4%+18.1pp |
| Annual return | -15.94% | -10.83%-5.1pp | 3.33%-19.3pp | 10.87%-26.8pp |
| Employer contribution / active EE | $6,195 | $5,298+16.9% | $6,166+0.5% | $3,125+98.3% |
| Participant deferral / active EE | $10,134 | $8,624+17.5% | $8,363+21.2% | $5,084+99.3% |
| Admin fee / account holder | $8 | $69-88.7% | $11,616-99.9% | $79-90.2% |