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 | $1,569 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $108,868 | $71,516+52.2% | $98,439+10.6% | $71,457+52.4% |
| Participation rate | 93.1% | 72.7%+20.4pp | 75.2%+18.0pp | 67.9%+25.2pp |
| Annual return | 22.11% | 32.41%-10.3pp | 21.16%+1.0pp | 28.85%-6.7pp |
| Employer contribution / active EE | $806 | $2,399-66.4% | $3,048-73.6% | $2,588-68.8% |
| Participant deferral / active EE | $5,842 | $4,109+42.2% | $4,738+23.3% | $4,289+36.2% |
| Admin fee / account holder | $11 | $1,675-99.3% | $8,948-99.9% | $1,587-99.3% |