Filed December 24, 2004 (most recent of 6 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 |
|---|---|---|
FID INV INST OPS CO4 years Service code 37 · EIN 04-2647786 | Loan Processing | $718,471 |
LEARNLUX INC.2 years Service code 16 · EIN 47-4122769 | Consulting | $183,292 |
MERCER5 years Service code 16 · EIN 13-2834414 | Consulting | $70,809 |
MITCHELL & TITUS, LLP6 years Service code 10 · EIN 13-2781641 | Accounting | $22,094 |
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 | $166,686 | $140,910+18.3% | $75,972+119.4% | $106,382+56.7% |
| Participation rate | 96.8% | 64.1%+32.6pp | 69.1%+27.7pp | 69.9%+26.9pp |
| Annual return | 16.39% | 16.51%-0.1pp | 359.55%-343.2pp | 17.37%-1.0pp |
| Employer contribution / active EE | $3,067 | $5,354-42.7% | $2,685+14.2% | $3,364-8.8% |
| Participant deferral / active EE | $6,540 | $5,004+30.7% | $4,255+53.7% | $5,569+17.4% |
| Admin fee / account holder | $30 | $117-74.1% | $6,467-99.5% | $79-61.7% |