Filed October 18, 2004
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 | $503,901 |
Form 5500 reported that benefits due were not provided when due.
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 | $80,196 | $74,933+7.0% | $154,803-48.2% | $117,739-31.9% |
| Participation rate | 97.0% | 64.5%+32.5pp | 78.1%+19.0pp | 76.6%+20.4pp |
| Annual return | 17.98% | 17.34%+0.6pp | 58.88%-40.9pp | 17.29%+0.7pp |
| Employer contribution / active EE | $1,697 | $2,316-26.7% | $4,305-60.6% | $3,746-54.7% |
| Participant deferral / active EE | $4,731 | $3,942+20.0% | $5,540-14.6% | $6,128-22.8% |
| Admin fee / account holder | $48 | $129-62.5% | $14,329-99.7% | $112-56.8% |