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 | $7,208 |
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 | $36,420 | $46,292-21.3% | $143,757-74.7% | $64,808-43.8% |
| Participation rate | 98.5% | 64.2%+34.3pp | 80.3%+18.2pp | 71.5%+27.0pp |
| Annual return | -14.62% | -10.05%-4.6pp | -0.04%-14.6pp | 32.82%-47.4pp |
| Employer contribution / active EE | $1,563 | $1,910-18.2% | $4,951-68.4% | $2,506-37.6% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $15 | $154-90.4% | $14,673-99.9% | $188-92.2% |