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 13 · EIN 35-1140070 | Contract Administrator | $21,333 |
Filed as: STOVALL, GRANDEY & ALLEN Service code 10 · EIN 75-2678894 | Accounting | $10,500 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,233 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,023 | $111,608-47.1% | $177,821-66.8% | $73,409-19.6% |
| Participation rate | 79.7% | 87.9%-8.2pp | 87.7%-8.0pp | 72.2%+7.5pp |
| Annual return | 15.26% | 18.23%-3.0pp | 48.32%-33.1pp | 59.29%-44.0pp |
| Employer contribution / active EE | $2,437 | $3,796-35.8% | $5,918-58.8% | $2,234+9.1% |
| Participant deferral / active EE | $3,279 | $6,199-47.1% | $7,714-57.5% | $3,805-13.8% |
| Admin fee / account holder | $165 | $166-0.3% | $12,427-98.7% | $158+4.6% |