Filed October 18, 2004 (most recent of 2 filings on file)
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 | $68,853 |
ELLWOOD ASSOCIATES3 years Filed as: JH ELLWOOD AND ASSOCIATES Service code 27 · EIN 36-3121777 | Advisory (Plan) | $25,704 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,145 | $80,005-26.1% | $140,016-57.8% | $55,725+6.1% |
| Participation rate | 93.9% | 87.0%+6.9pp | 87.5%+6.4pp | 70.9%+23.0pp |
| Annual return | -6.33% | 0.46%-6.8pp | 651.12%-657.4pp | 244.93%-251.3pp |
| Employer contribution / active EE | $2,123 | $3,403-37.6% | $5,606-62.1% | $2,078+2.1% |
| Participant deferral / active EE | $4,129 | $5,264-21.6% | $6,927-40.4% | $3,356+23.1% |
| Admin fee / account holder | $256 | $116+121.5% | $10,705-97.6% | $115+122.4% |