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 | -$135,453 |
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.
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 | $41,017 | $96,540-57.5% | $67,313-39.1% | $73,367-44.1% |
| Participation rate | 44.2% | 65.8%-21.5pp | 69.1%-24.8pp | 69.5%-25.2pp |
| Annual return | -5.12% | -4.11%-1.0pp | -4.08%-1.0pp | 173.45%-178.6pp |
| Employer contribution / active EE | $940 | $4,087-77.0% | $2,566-63.4% | $2,499-62.4% |
| Participant deferral / active EE | $1,452 | $3,965-63.4% | $3,568-59.3% | $4,033-64.0% |
| Admin fee / account holder | -$10 | $100-109.7% | $4,507-100.2% | $68-114.2% |