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 | $581 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,093 | $72,607+55.8% | $90,749+24.6% | $66,914+69.0% |
| Participation rate | 44.8% | 73.7%-28.8pp | 75.7%-30.9pp | 69.8%-25.0pp |
| Annual return | -17.43% | -12.28%-5.1pp | -12.16%-5.3pp | 1.58%-19.0pp |
| Employer contribution / active EE | $823 | $2,369-65.3% | $2,921-71.8% | $2,544-67.7% |
| Participant deferral / active EE | $3,004 | $3,977-24.5% | $4,564-34.2% | $4,237-29.1% |
| Admin fee / account holder | $7 | $707-99.0% | $8,445-99.9% | $593-98.8% |