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 | -$23,322 |
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 | $149,137 | $62,267+139.5% | $110,238+35.3% | $55,725+167.6% |
| Participation rate | 99.0% | 78.1%+20.9pp | 79.8%+19.2pp | 70.9%+28.2pp |
| Annual return | -4.93% | -1.07%-3.9pp | 314.74%-319.7pp | 244.93%-249.9pp |
| Employer contribution / active EE | $5,271 | $1,941+171.5% | $3,826+37.7% | $2,078+153.6% |
| Participant deferral / active EE | $8,764 | $3,516+149.3% | $4,672+87.6% | $3,356+161.2% |
| Admin fee / account holder | -$64 | $121-153.0% | $8,547-100.7% | $115-155.6% |