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 COMPANY9+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $154,967 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $638 |
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 | $179,982 | $129,756+38.7% | $169,993+5.9% | $103,482+73.9% |
| Participation rate | 96.2% | 91.3%+5.0pp | 87.0%+9.2pp | 73.3%+23.0pp |
| Annual return | 19.39% | 20.17%-0.8pp | 53.37%-34.0pp | 33.11%-13.7pp |
| Employer contribution / active EE | $5,970 | $5,236+14.0% | $6,785-12.0% | $3,208+86.1% |
| Participant deferral / active EE | $9,947 | $8,283+20.1% | $10,408-4.4% | $5,207+91.0% |
| Admin fee / account holder | $0 | $73-99.9% | $12,815-100.0% | $114-99.9% |