Filed December 22, 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 15 · EIN 04-1590850 | Recordkeeping | $103,023 |
HEDMAN PARTNERS LLP2+ years Filed as: HEDMAN PARTNERS Service code 10 · EIN 95-4485080 | Accounting | $20,080 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $3,409 |
Filed as: CHARLES SCHWAB INVESTMENT MANAGEMEN Service code 59 · EIN 94-3106735 | Shareholder Servicing | $0 |
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 | $97,983 | $54,392+80.1% | $84,750+15.6% | $63,975+53.2% |
| Participation rate | 89.1% | 76.9%+12.3pp | 76.6%+12.5pp | 71.1%+18.0pp |
| Annual return | 7.88% | 611.38%-603.5pp | 22.78%-14.9pp | 48.65%-40.8pp |
| Employer contribution / active EE | $2,832 | $2,943-3.8% | $3,574-20.8% | $2,182+29.8% |
| Participant deferral / active EE | $5,984 | $2,593+130.8% | $3,712+61.2% | $3,356+78.3% |
| Admin fee / account holder | $39 | $136-71.1% | $5,332-99.3% | $70-44.2% |