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 | $1,350 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,956 | $79,428+35.9% | $106,548+1.3% | $79,386+36.0% |
| Participation rate | 94.6% | 74.1%+20.5pp | 76.1%+18.5pp | 70.7%+23.9pp |
| Annual return | 15.31% | 18.27%-3.0pp | 26.80%-11.5pp | 116.85%-101.5pp |
| Employer contribution / active EE | $706 | $2,234-68.4% | $2,819-74.9% | $2,427-70.9% |
| Participant deferral / active EE | $5,365 | $3,823+40.4% | $4,398+22.0% | $4,046+32.6% |
| Admin fee / account holder | $9 | $523-98.3% | $7,407-99.9% | $626-98.6% |