Filed October 18, 2004 (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 35-0145825 | Loan Processing | $42,643 |
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 | $62,193 | $54,121+14.9% | $134,143-53.6% | $73,409-15.3% |
| Participation rate | 98.1% | 64.4%+33.7pp | 72.2%+25.9pp | 72.2%+25.9pp |
| Annual return | 17.40% | -312.52%+329.9pp | 36.33%-18.9pp | 59.29%-41.9pp |
| Employer contribution / active EE | $3,170 | $1,402+126.1% | $3,704-14.4% | $2,234+41.9% |
| Participant deferral / active EE | $3,206 | $2,844+12.7% | $3,499-8.4% | $3,805-15.7% |
| Admin fee / account holder | $7 | $132-94.9% | $6,684-99.9% | $158-95.7% |