Filed October 18, 2004
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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,796 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,176 | $56,485-23.6% | $185,823-76.8% | $86,799-50.3% |
| Participation rate | 99.7% | 65.5%+34.2pp | 81.7%+18.0pp | 72.3%+27.4pp |
| Annual return | 31.26% | 118.04%-86.8pp | 122.05%-90.8pp | 97.91%-66.7pp |
| Employer contribution / active EE | $1,449 | $1,843-21.4% | $5,167-72.0% | $2,405-39.8% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $15 | $150-90.0% | $16,237-99.9% | $170-91.2% |