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 | $213,254 |
MERCER1 year Service code 26 · EIN 36-2668272 | Advisory (Participants) | $188,053 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $109,263 | $73,034+49.6% | $77,163+41.6% | $80,160+36.3% |
| Participation rate | 92.2% | 78.1%+14.1pp | 69.6%+22.7pp | 72.9%+19.3pp |
| Annual return | 18.19% | 18.56%-0.4pp | 37.87%-19.7pp | 40.38%-22.2pp |
| Employer contribution / active EE | $5,222 | $2,779+87.9% | $2,535+106.0% | $2,978+75.4% |
| Participant deferral / active EE | $7,895 | $4,140+90.7% | $3,833+106.0% | $5,017+57.4% |
| Admin fee / account holder | $174 | $104+68.1% | $5,472-96.8% | $145+20.3% |