Filed April 13, 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 |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,630 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $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 | $65,479 | $54,320+20.5% | $67,652-3.2% | $52,331+25.1% |
| Participation rate | 70.1% | 73.6%-3.5pp | 75.7%-5.6pp | 68.1%+2.0pp |
| Annual return | -0.26% | 6.81%-7.1pp | 6625.04%-6625.3pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,233 | $1,544-20.1% | $2,266-45.6% | $1,882-34.5% |
| Participant deferral / active EE | $4,319 | $2,950+46.4% | $3,560+21.3% | $3,022+42.9% |
| Admin fee / account holder | $12 | $527-97.7% | $4,821-99.8% | $592-98.0% |