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 | $499,897 |
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 | $52,953 | $63,259-16.3% | $178,490-70.3% | $93,223-43.2% |
| Participation rate | 95.7% | 72.1%+23.5pp | 81.9%+13.8pp | 74.9%+20.8pp |
| Annual return | 15.49% | 19.93%-4.4pp | 151.07%-135.6pp | 19.29%-3.8pp |
| Employer contribution / active EE | $918 | $1,865-50.7% | $5,011-81.7% | $2,680-65.7% |
| Participant deferral / active EE | $3,839 | $3,372+13.9% | $5,202-26.2% | $4,563-15.9% |
| Admin fee / account holder | $62 | $58+6.9% | $13,984-99.6% | $79-21.7% |