Filed July 15, 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 | -$513 |
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 | $114,654 | $96,018+19.4% | $65,493+75.1% | $85,563+34.0% |
| Participation rate | 86.5% | 74.8%+11.7pp | 73.1%+13.5pp | 66.0%+20.6pp |
| Annual return | 13.16% | 14.51%-1.3pp | 982.45%-969.3pp | 31.51%-18.4pp |
| Employer contribution / active EE | $4,933 | $3,235+52.5% | $2,574+91.6% | $2,654+85.9% |
| Participant deferral / active EE | $5,927 | $4,055+46.2% | $3,961+49.6% | $4,375+35.5% |
| Admin fee / account holder | $5 | $271-98.1% | $5,028-99.9% | $834-99.4% |