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 3-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 | $216,048 |
MERCER2 years Service code 27 · EIN 36-2668272 | Advisory (Plan) | $125,000 |
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 | $114,148 | $76,173+49.9% | $81,382+40.3% | $199,593-42.8% |
| Participation rate | 92.1% | 76.3%+15.8pp | 69.5%+22.6pp | 72.0%+20.1pp |
| Annual return | 13.53% | 15.59%-2.1pp | 24.73%-11.2pp | 34.25%-20.7pp |
| Employer contribution / active EE | $3,699 | $2,792+32.5% | $2,463+50.2% | $3,034+21.9% |
| Participant deferral / active EE | $8,684 | $4,201+106.7% | $3,883+123.6% | $5,087+70.7% |
| Admin fee / account holder | $169 | $146+15.7% | $5,768-97.1% | $269-37.2% |