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 13 · EIN 41-0417830 | Contract Administrator | $320,450 |
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 | $223,884 | $137,414+62.9% | $189,513+18.1% | $85,850+160.8% |
| Participation rate | 97.8% | 84.6%+13.2pp | 87.8%+10.0pp | 69.3%+28.5pp |
| Annual return | 15.93% | 38.14%-22.2pp | 555.15%-539.2pp | 318.53%-302.6pp |
| Employer contribution / active EE | $5,692 | $4,344+31.0% | $6,162-7.6% | $2,565+121.9% |
| Participant deferral / active EE | $5,905 | $6,260-5.7% | $8,221-28.2% | $3,952+49.4% |
| Admin fee / account holder | $29 | $8,630-99.7% | $12,045-99.8% | $6,260-99.5% |