Filed October 18, 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 |
|---|---|---|
Service code 27 · EIN 33-0905143 | Advisory (Plan) | $58,110 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,284 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $181,707 | $49,915+264.0% | $154,803+17.4% | $74,304+144.5% |
| Participation rate | 94.7% | 54.0%+40.8pp | 78.1%+16.7pp | 60.3%+34.4pp |
| Annual return | 13.18% | 34.06%-20.9pp | 58.88%-45.7pp | 29.43%-16.3pp |
| Employer contribution / active EE | $3,617 | $1,611+124.5% | $4,305-16.0% | $2,241+61.4% |
| Participant deferral / active EE | $7,500 | $2,255+232.6% | $5,540+35.4% | $3,767+99.1% |
| Admin fee / account holder | $616 | $2,189-71.9% | $14,329-95.7% | $2,969-79.3% |