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 | $750 |
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.
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 | $125,510 | $71,516+75.5% | $98,439+27.5% | $71,457+75.6% |
| Participation rate | 44.0% | 72.7%-28.7pp | 75.2%-31.2pp | 67.9%-23.9pp |
| Annual return | 17.90% | 32.41%-14.5pp | 21.16%-3.3pp | 28.85%-11.0pp |
| Employer contribution / active EE | $899 | $2,399-62.5% | $3,048-70.5% | $2,588-65.2% |
| Participant deferral / active EE | $3,344 | $4,109-18.6% | $4,738-29.4% | $4,289-22.0% |
| Admin fee / account holder | $12 | $1,675-99.3% | $8,948-99.9% | $1,587-99.2% |