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 | -$97,325 |
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 | $198,025 | $80,005+147.5% | $140,016+41.4% | $55,725+255.4% |
| Participation rate | 95.2% | 87.0%+8.3pp | 87.5%+7.8pp | 70.9%+24.4pp |
| Annual return | -5.92% | 0.46%-6.4pp | 651.12%-657.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $15,106 | $3,403+343.9% | $5,606+169.5% | $2,078+626.9% |
| Participant deferral / active EE | $11,852 | $5,264+125.2% | $6,927+71.1% | $3,356+253.2% |
| Admin fee / account holder | -$86 | $116-174.6% | $10,705-100.8% | $115-174.9% |