Filed April 16, 2003 (most recent of 8 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,892 |
BAKER & HOSTETLER LLP1 year Filed as: BAKER HOSTETLER Service code 29 · EIN 34-0082025 | Legal | $20,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,156 | $89,588+181.5% | $136,007+85.4% | $77,643+224.8% |
| Participation rate | 98.5% | 74.3%+24.2pp | 76.5%+22.0pp | 70.6%+27.9pp |
| Annual return | 14.58% | 17.42%-2.8pp | 579.32%-564.7pp | 31.24%-16.7pp |
| Employer contribution / active EE | $8,661 | $3,491+148.1% | $4,217+105.4% | $2,726+217.8% |
| Participant deferral / active EE | $9,789 | $5,591+75.1% | $7,025+39.3% | $4,647+110.6% |
| Admin fee / account holder | $39 | $539-92.8% | $6,858-99.4% | $430-91.0% |