Filed April 1, 2004
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 71-0294708 | Advisory (Participants) | $36,276 |
Service code 99 · EIN 47-1411118 | Other Fees | $17,810 |
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 | $62,177 | $130,194-52.2% | $169,993-63.4% | $71,457-13.0% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.0%+12.3pp | 67.9%+31.4pp |
| Annual return | 15.65% | 20.37%-4.7pp | 53.37%-37.7pp | 28.85%-13.2pp |
| Employer contribution / active EE | $3,354 | $4,381-23.5% | $6,785-50.6% | $2,588+29.6% |
| Participant deferral / active EE | $4,988 | $6,923-27.9% | $10,408-52.1% | $4,289+16.3% |
| Admin fee / account holder | $230 | $966-76.2% | $12,815-98.2% | $1,587-85.5% |