Filed October 18, 2004
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 | $5,863 |
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 | $183,811 | $74,188+147.8% | $115,756+58.8% | $64,808+183.6% |
| Participation rate | 95.0% | 76.2%+18.7pp | 77.1%+17.9pp | 71.5%+23.5pp |
| Annual return | -14.20% | -11.81%-2.4pp | 143.14%-157.3pp | 32.82%-47.0pp |
| Employer contribution / active EE | $2,965 | $3,365-11.9% | $3,793-21.8% | $2,506+18.3% |
| Participant deferral / active EE | $10,865 | $5,294+105.3% | $6,254+73.7% | $4,310+152.1% |
| Admin fee / account holder | $6 | $148-96.0% | $8,124-99.9% | $188-96.9% |