Filed January 17, 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 | $8,734 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $125,666 | $100,801+24.7% | $149,696-16.1% | $73,409+71.2% |
| Participation rate | 91.3% | 77.7%+13.6pp | 82.5%+8.8pp | 72.2%+19.1pp |
| Annual return | 21.86% | 265.34%-243.5pp | 276.60%-254.7pp | 59.29%-37.4pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $9,358 | $6,404+46.1% | $6,842+36.8% | $3,805+145.9% |
| Admin fee / account holder | $18 | $181-90.1% | $9,309-99.8% | $158-88.6% |