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 | $220,616 |
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 | $115,435 | $100,921+14.4% | $82,313+40.2% | $177,276-34.9% |
| Participation rate | 95.6% | 86.9%+8.7pp | 76.9%+18.7pp | 74.8%+20.8pp |
| Annual return | 19.21% | 20.33%-1.1pp | 25.88%-6.7pp | 21.25%-2.0pp |
| Employer contribution / active EE | $4,936 | $3,145+56.9% | $2,428+103.3% | $2,479+99.1% |
| Participant deferral / active EE | $5,507 | $5,192+6.1% | $3,706+48.6% | $3,881+41.9% |
| Admin fee / account holder | $35 | $64-44.9% | $5,608-99.4% | $154-77.1% |