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 | -$48,464 |
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 | $363,375 | $91,407+297.5% | $135,903+167.4% | $71,457+408.5% |
| Participation rate | 95.2% | 75.7%+19.6pp | 81.9%+13.3pp | 67.9%+27.3pp |
| Annual return | 17.10% | 29.90%-12.8pp | 68.23%-51.1pp | 28.85%-11.7pp |
| Employer contribution / active EE | $16,249 | $3,703+338.8% | $4,856+234.6% | $2,588+528.0% |
| Participant deferral / active EE | $13,116 | $7,092+84.9% | $7,758+69.1% | $4,289+205.8% |
| Admin fee / account holder | $23 | $1,266-98.2% | $10,762-99.8% | $1,587-98.5% |