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 37 · EIN 04-2647786 | Loan Processing | $217,351 |
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 | $154,829 | $130,141+19.0% | $86,677+78.6% | $77,904+98.7% |
| Participation rate | 97.6% | 85.9%+11.6pp | 76.6%+21.0pp | 73.7%+23.9pp |
| Annual return | -17.22% | -12.75%-4.5pp | 35.91%-53.1pp | 12.21%-29.4pp |
| Employer contribution / active EE | $4,391 | $3,220+36.4% | $2,836+54.8% | $2,848+54.2% |
| Participant deferral / active EE | $8,064 | $5,757+40.1% | $4,656+73.2% | $4,806+67.8% |
| Admin fee / account holder | $70 | $132-46.6% | $7,493-99.1% | $133-46.9% |