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 | $238,486 |
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 | $31,077 | $84,728-63.3% | $60,547-48.7% | $69,651-55.4% |
| Participation rate | 57.7% | 63.7%-6.0pp | 68.0%-10.3pp | 66.6%-8.9pp |
| Annual return | 1.42% | -1.91%+3.3pp | 335.64%-334.2pp | 53.77%-52.3pp |
| Employer contribution / active EE | $932 | $3,261-71.4% | $2,419-61.5% | $2,241-58.4% |
| Participant deferral / active EE | $1,342 | $3,056-56.1% | $3,328-59.7% | $3,635-63.1% |
| Admin fee / account holder | $16 | $74-77.7% | $4,536-99.6% | $63-73.9% |