Filed January 6, 2006
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 |
|---|---|---|
CROWE LLP2 years Filed as: CROWE, LLC Service code 10 · EIN 35-0921680 | Accounting | $15,500 |
FIIOC2 years Filed as: FIIOC INC Service code 37 · EIN 04-2647786 | Loan Processing | $12,880 |
Filed as: MJM401K, LLC Service code 16 · EIN 86-0882983 | Consulting | $8,667 |
MILLIMAN, INC.2 years Service code 15 · EIN 91-0675641 | Recordkeeping | $5,053 |
MATRIX TRUST COMPANY3 years Service code 25 · EIN 75-3182674 | Directed Trustee | $2,500 |
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 | $159,191 | $88,122+80.6% | $141,162+12.8% | $67,579+135.6% |
| Participation rate | 90.1% | 76.5%+13.6pp | 82.5%+7.6pp | 71.3%+18.8pp |
| Annual return | 21.73% | 75.40%-53.7pp | 71.39%-49.7pp | 378.56%-356.8pp |
| Employer contribution / active EE | $5,013 | $3,224+55.5% | $4,735+5.9% | $2,148+133.4% |
| Participant deferral / active EE | $13,248 | $5,958+122.4% | $6,709+97.5% | $3,539+274.3% |
| Admin fee / account holder | $3 | $131-97.7% | $10,261-100.0% | $142-97.9% |