Filed October 2, 2001 (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 19 · EIN 51-0396365 | Securities Custodian | $211,969 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,703 | $44,989+68.3% | $170,442-55.6% | $77,958-2.9% |
| Participation rate | 66.3% | 64.6%+1.7pp | 83.6%-17.2pp | 71.6%-5.3pp |
| Annual return | 16.88% | 19.61%-2.7pp | 205.93%-189.1pp | 20.87%-4.0pp |
| Employer contribution / active EE | $1,808 | $1,466+23.3% | $5,433-66.7% | $2,310-21.8% |
| Participant deferral / active EE | $4,055 | $2,208+83.7% | $4,939-17.9% | $3,537+14.6% |
| Admin fee / account holder | $163 | $69+135.8% | $13,880-98.8% | $97+67.0% |