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 | $451,107 |
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 | $65,927 | $67,679-2.6% | $155,509-57.6% | $99,062-33.4% |
| Participation rate | 96.7% | 67.2%+29.5pp | 78.2%+18.5pp | 71.6%+25.1pp |
| Annual return | 13.46% | 16.16%-2.7pp | 64.67%-51.2pp | 17.66%-4.2pp |
| Employer contribution / active EE | $4,858 | $2,268+114.2% | $4,672+4.0% | $3,262+48.9% |
| Participant deferral / active EE | $4,637 | $3,828+21.1% | $5,626-17.6% | $5,331-13.0% |
| Admin fee / account holder | $41 | $94-55.9% | $15,912-99.7% | $109-62.0% |