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 | $236,831 |
BELLWETHER CONSULTING LLC4 years Service code 27 · EIN 22-3784192 | Advisory (Plan) | $42,250 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $37,800 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,258 | $46,553-0.6% | $64,056-27.8% | $75,163-38.5% |
| Participation rate | 85.7% | 65.9%+19.8pp | 72.3%+13.4pp | 67.2%+18.5pp |
| Annual return | 17.72% | 26.03%-8.3pp | 33.69%-16.0pp | 160.62%-142.9pp |
| Employer contribution / active EE | $5,765 | $1,974+192.1% | $2,747+109.9% | $2,670+115.9% |
| Participant deferral / active EE | $13,449 | $2,837+374.1% | $3,880+246.6% | $4,125+226.0% |
| Admin fee / account holder | $84 | $2,952-97.1% | $3,068-97.2% | $5,651-98.5% |