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 | -$29,381 |
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 | $159,366 | $69,159+130.4% | $125,175+27.3% | $67,579+135.8% |
| Participation rate | 97.7% | 78.2%+19.5pp | 79.8%+18.0pp | 71.3%+26.5pp |
| Annual return | 23.17% | 27.12%-3.9pp | 43.79%-20.6pp | 378.56%-355.4pp |
| Employer contribution / active EE | $5,063 | $2,023+150.2% | $3,865+31.0% | $2,148+135.7% |
| Participant deferral / active EE | $9,152 | $3,700+147.4% | $4,937+85.4% | $3,539+158.6% |
| Admin fee / account holder | -$70 | $142-149.1% | $9,702-100.7% | $142-148.9% |