Filed February 20, 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 | -$49,050 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,950 | $82,664+253.2% | $125,339+132.9% | $68,494+326.2% |
| Participation rate | 97.8% | 75.0%+22.8pp | 82.4%+15.5pp | 67.9%+30.0pp |
| Annual return | -15.30% | -5.97%-9.3pp | 572.05%-587.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $17,754 | $3,381+425.1% | $4,814+268.8% | $2,596+583.8% |
| Participant deferral / active EE | $12,934 | $6,110+111.7% | $7,446+73.7% | $4,027+221.2% |
| Admin fee / account holder | $13 | $6,275-99.8% | $10,010-99.9% | $5,403-99.8% |