Filed May 5, 2005
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 | $2,792 |
Form 5500 reported that benefits due were not provided when due.
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 | $84,162 | $67,411+24.8% | $91,001-7.5% | $70,131+20.0% |
| Participation rate | 92.8% | 71.4%+21.4pp | 75.6%+17.2pp | 69.5%+23.2pp |
| Annual return | 18.29% | -40.16%+58.5pp | 4.60%+13.7pp | 73.14%-54.8pp |
| Employer contribution / active EE | $675 | $1,786-62.2% | $2,456-72.5% | $2,342-71.2% |
| Participant deferral / active EE | $5,180 | $2,823+83.5% | $3,547+46.0% | $3,332+55.5% |
| Admin fee / account holder | $19 | $4,236-99.6% | $5,417-99.7% | $4,645-99.6% |