Filed March 21, 2005 (most recent of 2 filings on file)
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 | $34,188 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,344 | $78,181-68.9% | $57,343-57.5% | $67,505-63.9% |
| Participation rate | 87.3% | 76.6%+10.7pp | 75.1%+12.2pp | 71.2%+16.1pp |
| Annual return | 1.96% | 2.76%-0.8pp | 24.39%-22.4pp | 6.52%-4.6pp |
| Employer contribution / active EE | $749 | $3,924-80.9% | $2,689-72.2% | $2,173-65.5% |
| Participant deferral / active EE | $3,268 | $3,501-6.7% | $3,162+3.3% | $3,597-9.1% |
| Admin fee / account holder | $5 | $27-81.3% | $3,356-99.9% | $56-91.2% |