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 | -$89,128 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $254,593 | $111,608+128.1% | $177,821+43.2% | $73,409+246.8% |
| Participation rate | 94.7% | 87.9%+6.8pp | 87.7%+6.9pp | 72.2%+22.5pp |
| Annual return | 17.95% | 18.23%-0.3pp | 48.32%-30.4pp | 59.29%-41.3pp |
| Employer contribution / active EE | $13,745 | $3,796+262.1% | $5,918+132.2% | $2,234+515.4% |
| Participant deferral / active EE | $11,680 | $6,199+88.4% | $7,714+51.4% | $3,805+206.9% |
| Admin fee / account holder | -$70 | $166-142.6% | $12,427-100.6% | $158-144.6% |