Filed February 8, 2005
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 15 · EIN 13-3689044 | Recordkeeping | $91,763 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $24,790 |
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 | $98,707 | $74,347+32.8% | $93,606+5.4% | $67,579+46.1% |
| Participation rate | 95.0% | 80.6%+14.4pp | 75.8%+19.2pp | 71.3%+23.8pp |
| Annual return | 223.48% | 28.07%+195.4pp | 32.76%+190.7pp | 378.56%-155.1pp |
| Employer contribution / active EE | $1,142 | $2,583-55.8% | $2,718-58.0% | $2,148-46.8% |
| Participant deferral / active EE | $3,230 | $4,060-20.5% | $4,069-20.6% | $3,539-8.7% |
| Admin fee / account holder | $193 | $123+57.6% | $7,888-97.5% | $142+35.9% |