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 | -$38,174 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,922 | $86,225+138.8% | $146,665+40.4% | $86,799+137.2% |
| Participation rate | 95.9% | 78.0%+18.0pp | 80.1%+15.9pp | 72.3%+23.7pp |
| Annual return | 19.34% | 31.23%-11.9pp | 22.74%-3.4pp | 97.91%-78.6pp |
| Employer contribution / active EE | $5,174 | $2,392+116.3% | $4,136+25.1% | $2,405+115.1% |
| Participant deferral / active EE | $9,848 | $4,245+132.0% | $5,506+78.9% | $4,131+138.4% |
| Admin fee / account holder | -$80 | $195-141.0% | $10,280-100.8% | $170-147.2% |