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 | $231,468 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $34,975 | $93,789-62.7% | $67,834-48.4% | $329,111-89.4% |
| Participation rate | 51.1% | 65.9%-14.8pp | 68.8%-17.7pp | 67.9%-16.7pp |
| Annual return | 8.61% | 17.51%-8.9pp | 138.47%-129.9pp | 16.35%-7.7pp |
| Employer contribution / active EE | $907 | $3,924-76.9% | $2,403-62.3% | $2,303-60.6% |
| Participant deferral / active EE | $1,334 | $3,663-63.6% | $3,160-57.8% | $3,682-63.8% |
| Admin fee / account holder | $17 | $82-79.8% | $4,622-99.6% | $754-97.8% |