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 | -$20,194 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $186,972 | $71,666+160.9% | $117,854+58.6% | $69,631+168.5% |
| Participation rate | 94.7% | 77.5%+17.2pp | 79.7%+15.1pp | 70.7%+24.1pp |
| Annual return | 20.81% | 18.86%+2.0pp | 335.08%-314.3pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $4,437 | $1,889+134.9% | $3,786+17.2% | $2,032+118.3% |
| Participant deferral / active EE | $7,962 | $3,340+138.4% | $4,482+77.7% | $3,224+147.0% |
| Admin fee / account holder | -$58 | $120-148.2% | $8,020-100.7% | $110-152.5% |