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 | $5,375 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,737 | $54,320-71.0% | $67,652-76.7% | $52,331-69.9% |
| Participation rate | 76.6% | 73.6%+3.0pp | 75.7%+1.0pp | 68.1%+8.5pp |
| Annual return | -1.60% | 6.81%-8.4pp | 6625.04%-6626.6pp | 4.54%-6.1pp |
| Employer contribution / active EE | $1,400 | $1,544-9.3% | $2,266-38.2% | $1,882-25.6% |
| Participant deferral / active EE | $1,931 | $2,950-34.6% | $3,560-45.8% | $3,022-36.1% |
| Admin fee / account holder | $27 | $527-94.9% | $4,821-99.4% | $592-95.4% |