Filed March 9, 2005 (most recent of 3 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 | $11,844 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $34,610 | $39,973-13.4% | $79,550-56.5% | $77,904-55.6% |
| Participation rate | 17.3% | 64.6%-47.3pp | 69.5%-52.2pp | 73.7%-56.4pp |
| Annual return | -14.57% | 3.42%-18.0pp | 0.16%-14.7pp | 12.21%-26.8pp |
| Employer contribution / active EE | $280 | $1,088-74.2% | $2,413-88.4% | $2,848-90.2% |
| Participant deferral / active EE | $1,052 | $2,774-62.1% | $3,985-73.6% | $4,806-78.1% |
| Admin fee / account holder | $10 | $113-91.5% | $6,832-99.9% | $133-92.8% |