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 | $12,684 |
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.
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 | $25,082 | $64,909-61.4% | $82,313-69.5% | $62,292-59.7% |
| Participation rate | 84.6% | 74.9%+9.7pp | 76.9%+7.7pp | 69.5%+15.1pp |
| Annual return | 18.20% | 21.18%-3.0pp | 25.88%-7.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $1,699 | $1,676+1.4% | $2,428-30.0% | $2,042-16.8% |
| Participant deferral / active EE | $2,500 | $3,103-19.4% | $3,706-32.5% | $3,169-21.1% |
| Admin fee / account holder | $85 | $440-80.7% | $5,608-98.5% | $479-82.3% |