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 | $868 |
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 | $157,471 | $79,428+98.3% | $106,548+47.8% | $79,386+98.4% |
| Participation rate | 49.4% | 74.1%-24.7pp | 76.1%-26.7pp | 70.7%-21.3pp |
| Annual return | 15.43% | 18.27%-2.8pp | 26.80%-11.4pp | 116.85%-101.4pp |
| Employer contribution / active EE | $800 | $2,234-64.2% | $2,819-71.6% | $2,427-67.0% |
| Participant deferral / active EE | $2,816 | $3,823-26.3% | $4,398-36.0% | $4,046-30.4% |
| Admin fee / account holder | $9 | $523-98.3% | $7,407-99.9% | $626-98.6% |