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 |
|---|---|---|
MARKETING SERVICES1 year Service code 26 · EIN 99-9002026 | Advisory (Participants) | $20,242 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $13,669 |
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 | $52,546 | $98,982-46.9% | $162,163-67.6% | $65,185-19.4% |
| Participation rate | 81.9% | 85.8%-3.9pp | 87.6%-5.7pp | 70.2%+11.7pp |
| Annual return | 19.53% | 24.84%-5.3pp | 115.59%-96.1pp | 29.38%-9.9pp |
| Employer contribution / active EE | $2,339 | $3,467-32.5% | $5,614-58.3% | $2,177+7.4% |
| Participant deferral / active EE | $3,123 | $5,384-42.0% | $7,298-57.2% | $3,514-11.1% |
| Admin fee / account holder | $110 | $596-81.5% | $10,843-99.0% | $847-87.0% |