Filed October 18, 2004 (most recent of 2 filings on file)
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 | $663,306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,538 | $43,466+16.3% | $99,443-49.2% | $89,569-43.6% |
| Participation rate | 0.0% | 41.5%-41.5pp | 73.8%-73.8pp | 69.6%-69.6pp |
| Annual return | 22.62% | 22.62%0pp | 30.72%-8.1pp | 34.56%-11.9pp |
| Employer contribution / active EE | $1,068 | $788+35.7% | $2,540-57.9% | $2,584-58.7% |
| Participant deferral / active EE | $2,200 | $1,495+47.2% | $3,619-39.2% | $4,220-47.9% |
| Admin fee / account holder | $52 | $56-7.1% | $6,250-99.2% | $72-27.5% |