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 | -$32,328 |
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 | $180,178 | $78,419+129.8% | $133,956+34.5% | $73,409+145.4% |
| Participation rate | 98.2% | 78.6%+19.6pp | 79.8%+18.4pp | 72.2%+26.1pp |
| Annual return | 21.72% | 33.35%-11.6pp | 45.09%-23.4pp | 59.29%-37.6pp |
| Employer contribution / active EE | $4,827 | $2,044+136.2% | $3,919+23.2% | $2,234+116.1% |
| Participant deferral / active EE | $8,677 | $3,925+121.1% | $5,048+71.9% | $3,805+128.0% |
| Admin fee / account holder | -$67 | $161-141.8% | $8,927-100.8% | $158-142.7% |