Filed March 29, 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 | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $197,909 | $164,350+20.4% | $95,952+106.3% | $106,222+86.3% |
| Participation rate | 95.7% | 90.5%+5.2pp | 77.1%+18.6pp | 70.8%+24.9pp |
| Annual return | 12.95% | 14.56%-1.6pp | 91.61%-78.7pp | 21.69%-8.7pp |
| Employer contribution / active EE | $17 | $4,292-99.6% | $2,541-99.3% | $2,723-99.4% |
| Participant deferral / active EE | $10,158 | $7,854+29.3% | $4,167+143.8% | $4,600+120.8% |
| Admin fee / account holder | $207 | $65+215.7% | $6,795-97.0% | $78+163.6% |