Filed April 8, 2005 (most recent of 2 filings on file)
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 | -$60,143 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $138,905 | $41,281+236.5% | $109,313+27.1% | $57,658+140.9% |
| Participation rate | 88.1% | 59.3%+28.7pp | 71.3%+16.8pp | 70.2%+17.9pp |
| Annual return | 7.95% | 8.97%-1.0pp | 22.07%-14.1pp | 5.13%+2.8pp |
| Employer contribution / active EE | $187 | $1,201-84.5% | $3,892-95.2% | $1,974-90.5% |
| Participant deferral / active EE | $9,664 | $2,223+334.7% | $3,166+205.2% | $3,061+215.8% |
| Admin fee / account holder | -$109 | $75-244.6% | $5,666-101.9% | $95-215.1% |