Filed May 10, 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 | -$16,633 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $179,216 | $68,413+162.0% | $123,104+45.6% | $55,191+224.7% |
| Participation rate | 94.7% | 84.5%+10.2pp | 86.8%+7.9pp | 69.2%+25.5pp |
| Annual return | 1.62% | 6.30%-4.7pp | 13.22%-11.6pp | 10.78%-9.2pp |
| Employer contribution / active EE | $15,138 | $3,050+396.3% | $5,151+193.9% | $1,899+697.3% |
| Participant deferral / active EE | $12,550 | $4,490+179.5% | $6,230+101.5% | $3,046+312.0% |
| Admin fee / account holder | -$17 | $88-119.8% | $9,015-100.2% | $91-119.2% |