Filed July 10, 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 | $45,415 |
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 | $52,749 | $80,360-34.4% | $90,160-41.5% | $77,958-32.3% |
| Participation rate | 85.0% | 81.9%+3.1pp | 76.9%+8.1pp | 71.6%+13.4pp |
| Annual return | 17.35% | 24.56%-7.2pp | 34.88%-17.5pp | 20.87%-3.5pp |
| Employer contribution / active EE | $1,211 | $2,326-47.9% | $3,318-63.5% | $2,310-47.6% |
| Participant deferral / active EE | $2,977 | $5,829-48.9% | $5,288-43.7% | $3,537-15.8% |
| Admin fee / account holder | $25 | $64-61.0% | $5,943-99.6% | $97-74.5% |