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 | $39,656 |
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 | $33,353 | $98,180-66.0% | $62,995-47.1% | $177,276-81.2% |
| Participation rate | 89.1% | 75.3%+13.8pp | 74.8%+14.3pp | 74.8%+14.2pp |
| Annual return | 20.31% | 16.81%+3.5pp | 87.57%-67.3pp | 21.25%-0.9pp |
| Employer contribution / active EE | $963 | $3,885-75.2% | $2,759-65.1% | $2,479-61.1% |
| Participant deferral / active EE | $3,644 | $3,805-4.2% | $3,329+9.5% | $3,881-6.1% |
| Admin fee / account holder | $6 | $31-82.1% | $3,600-99.8% | $154-96.4% |