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 | $315,611 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $104,773 |
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 | $46,600 | $53,565-13.0% | $172,739-73.0% | $82,204-43.3% |
| Participation rate | 96.8% | 69.6%+27.2pp | 82.6%+14.2pp | 73.4%+23.4pp |
| Annual return | 46.25% | 31.42%+14.8pp | 802.84%-756.6pp | 26.31%+19.9pp |
| Employer contribution / active EE | $3,736 | $1,857+101.2% | $5,143-27.4% | $2,707+38.0% |
| Participant deferral / active EE | $3,427 | $3,006+14.0% | $5,198-34.1% | $4,246-19.3% |
| Admin fee / account holder | $52 | $61-15.6% | $13,954-99.6% | $76-31.4% |