Filed November 29, 2002 (most recent of 3 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 13-3689044 | Recordkeeping | $15,894 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 · EIN 04-3499945 | Accounting | $12,750 |
Service code 16 · EIN 84-1612955 | Consulting | $8,000 |
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 | $194,616 | $146,267+33.1% | $197,124-1.3% | $82,448+136.0% |
| Participation rate | 97.6% | 84.0%+13.6pp | 86.7%+10.9pp | 68.1%+29.6pp |
| Annual return | 16.51% | 29.61%-13.1pp | 44.34%-27.8pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,034 | $4,723-56.9% | $6,227-67.3% | $2,551-20.3% |
| Participant deferral / active EE | $11,241 | $7,035+59.8% | $9,135+23.1% | $4,139+171.6% |
| Admin fee / account holder | $238 | $14,422-98.4% | $16,298-98.5% | $7,234-96.7% |