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 | $231,778 |
Form 5500 reported that benefits due were not provided when due.
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 | $97,793 | $88,581+10.4% | $74,183+31.8% | $65,292+49.8% |
| Participation rate | 98.0% | 86.2%+11.8pp | 76.6%+21.3pp | 72.4%+25.5pp |
| Annual return | 9.27% | 11.72%-2.4pp | 17.74%-8.5pp | 11.84%-2.6pp |
| Employer contribution / active EE | $4,654 | $3,021+54.1% | $2,370+96.4% | $2,302+102.2% |
| Participant deferral / active EE | $5,056 | $4,898+3.2% | $3,550+42.4% | $3,579+41.3% |
| Admin fee / account holder | $38 | $60-36.0% | $5,586-99.3% | $57-33.3% |