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 | $282,123 |
Service code 16 · EIN 22-3784192 | Consulting | $19,500 |
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 | $46,017 | $105,581-56.4% | $70,449-34.7% | $90,288-49.0% |
| Participation rate | 90.1% | 77.5%+12.5pp | 75.1%+15.0pp | 73.4%+16.7pp |
| Annual return | 18.46% | 14.78%+3.7pp | 109.03%-90.6pp | 53.97%-35.5pp |
| Employer contribution / active EE | $1,056 | $3,304-68.0% | $2,737-61.4% | $2,524-58.2% |
| Participant deferral / active EE | $3,949 | $3,813+3.6% | $3,709+6.5% | $4,232-6.7% |
| Admin fee / account holder | $46 | $68-31.9% | $3,845-98.8% | $114-59.7% |