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 | $241,484 |
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 | $42,328 | $106,972-60.4% | $71,671-40.9% | $80,976-47.7% |
| Participation rate | 47.5% | 64.4%-17.0pp | 68.7%-21.3pp | 68.3%-20.8pp |
| Annual return | 20.89% | 23.84%-2.9pp | 20.65%+0.2pp | 22.91%-2.0pp |
| Employer contribution / active EE | $931 | $4,034-76.9% | $2,460-62.1% | $2,402-61.2% |
| Participant deferral / active EE | $1,409 | $3,800-62.9% | $3,438-59.0% | $3,848-63.4% |
| Admin fee / account holder | $17 | $97-82.5% | $5,558-99.7% | $67-75.0% |