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 | $12,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,525 | $40,592-5.1% | $86,188-55.3% | $103,482-62.8% |
| Participation rate | 16.3% | 58.1%-41.8pp | 69.0%-52.6pp | 73.3%-57.0pp |
| Annual return | 16.79% | 18.32%-1.5pp | 1168.45%-1151.7pp | 33.11%-16.3pp |
| Employer contribution / active EE | $276 | $974-71.6% | $2,380-88.4% | $3,208-91.4% |
| Participant deferral / active EE | $901 | $2,072-56.5% | $3,985-77.4% | $5,207-82.7% |
| Admin fee / account holder | $9 | $85-89.1% | $6,852-99.9% | $114-91.9% |