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 5-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 | -$3,072 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,770 | $122,693+62.8% | $184,203+8.5% | $199,593+0.1% |
| Participation rate | 90.7% | 86.8%+3.9pp | 86.8%+3.8pp | 72.0%+18.7pp |
| Annual return | 16.82% | 143.91%-127.1pp | 28.81%-12.0pp | 34.25%-17.4pp |
| Employer contribution / active EE | $7,013 | $4,584+53.0% | $6,427+9.1% | $3,034+131.1% |
| Participant deferral / active EE | $15,760 | $7,990+97.2% | $9,131+72.6% | $5,087+209.8% |
| Admin fee / account holder | $10 | $121-91.4% | $13,901-99.9% | $269-96.2% |