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 COMPANY10+ years Service code 21 · EIN 43-1971558 | Bank Trustee | $134,074 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,550 |
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 | $215,387 | $145,516+48.0% | $184,203+16.9% | $99,062+117.4% |
| Participation rate | 88.5% | 90.3%-1.7pp | 86.8%+1.7pp | 71.6%+16.9pp |
| Annual return | 21.89% | 21.23%+0.7pp | 28.81%-6.9pp | 17.66%+4.2pp |
| Employer contribution / active EE | $6,506 | $5,354+21.5% | $6,427+1.2% | $3,262+99.5% |
| Participant deferral / active EE | $10,782 | $8,423+28.0% | $9,131+18.1% | $5,331+102.2% |
| Admin fee / account holder | $0 | $78-99.5% | $13,901-100.0% | $109-99.7% |