Filed October 18, 2004 (most recent of 2 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 26 · EIN 20-1090152 | Advisory (Participants) | $19,847 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,313 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,828 | $79,523-42.4% | $140,016-67.3% | $56,287-18.6% |
| Participation rate | 74.1% | 85.7%-11.6pp | 87.5%-13.4pp | 69.9%+4.2pp |
| Annual return | -5.71% | 2.39%-8.1pp | 651.12%-656.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,938 | $3,350-42.1% | $5,606-65.4% | $2,111-8.2% |
| Participant deferral / active EE | $2,687 | $5,129-47.6% | $6,927-61.2% | $3,350-19.8% |
| Admin fee / account holder | $121 | $614-80.3% | $10,705-98.9% | $521-76.7% |