Filed October 18, 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 | -$36,513 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $222,816 | $53,162+319.1% | $91,220+144.3% | $68,494+225.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -26.05% | -3.14%-22.9pp | 114.01%-140.1pp | -7.84%-18.2pp |
| Employer contribution / active EE | $7,825 | $1,709+357.8% | $2,850+174.6% | $2,596+201.4% |
| Participant deferral / active EE | $5,207 | $2,974+75.1% | $4,234+23.0% | $4,027+29.3% |
| Admin fee / account holder | -$297 | $4,493-106.6% | $5,420-105.5% | $5,403-105.5% |