Filed June 15, 2005 (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 | $419 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $136,939 | $70,908+93.1% | $98,907+38.5% | $73,488+86.3% |
| Participation rate | 50.6% | 73.8%-23.2pp | 76.0%-25.4pp | 70.7%-20.1pp |
| Annual return | 18.76% | 34.17%-15.4pp | 196.43%-177.7pp | 28.51%-9.8pp |
| Employer contribution / active EE | $807 | $2,036-60.4% | $2,689-70.0% | $2,270-64.4% |
| Participant deferral / active EE | $2,731 | $3,500-22.0% | $4,244-35.7% | $3,740-27.0% |
| Admin fee / account holder | $4 | $535-99.2% | $6,642-99.9% | $513-99.2% |