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 | $292,406 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $32,952 |
WALZ GROUP1 year Service code 10 · EIN 23-2489722 | Accounting | $19,700 |
DOPKINS & COMPANY, LLP1 year Filed as: DOPKINS & COMPANY LLP Service code 10 · EIN 16-0929175 | Accounting | $15,000 |
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 | $54,485 | $105,190-48.2% | $98,907-44.9% | $90,288-39.7% |
| Participation rate | 93.8% | 86.4%+7.4pp | 76.0%+17.7pp | 73.4%+20.4pp |
| Annual return | 29.38% | 18.52%+10.9pp | 196.43%-167.1pp | 53.97%-24.6pp |
| Employer contribution / active EE | $1,362 | $3,831-64.4% | $2,689-49.3% | $2,524-46.0% |
| Participant deferral / active EE | $4,134 | $5,616-26.4% | $4,244-2.6% | $4,232-2.3% |
| Admin fee / account holder | $250 | $97+156.5% | $6,642-96.2% | $114+118.9% |