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 | $2,006 |
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 | $99,687 | $70,908+40.6% | $98,907+0.8% | $73,488+35.7% |
| Participation rate | 91.1% | 73.8%+17.3pp | 76.0%+15.0pp | 70.7%+20.4pp |
| Annual return | 17.56% | 34.17%-16.6pp | 196.43%-178.9pp | 28.51%-11.0pp |
| Employer contribution / active EE | $652 | $2,036-68.0% | $2,689-75.8% | $2,270-71.3% |
| Participant deferral / active EE | $5,002 | $3,500+42.9% | $4,244+17.9% | $3,740+33.8% |
| Admin fee / account holder | $13 | $535-97.5% | $6,642-99.8% | $513-97.4% |