Filed January 10, 2005
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 | -$21,256 |
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 | $146,930 | $57,096+157.3% | $94,224+55.9% | $55,191+166.2% |
| Participation rate | 95.5% | 75.7%+19.8pp | 78.8%+16.7pp | 69.2%+26.4pp |
| Annual return | -0.03% | 159.65%-159.7pp | 10.68%-10.7pp | 10.78%-10.8pp |
| Employer contribution / active EE | $6,020 | $1,708+252.5% | $3,587+67.8% | $1,899+217.0% |
| Participant deferral / active EE | $7,966 | $3,165+151.7% | $4,320+84.4% | $3,046+161.5% |
| Admin fee / account holder | -$60 | $89-166.8% | $6,269-101.0% | $91-165.7% |