Filed May 15, 2005
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 35-0145825 | Loan Processing | $41,085 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,766 | $64,286-55.3% | $90,951-68.4% | $73,409-60.8% |
| Participation rate | 44.8% | 63.6%-18.7pp | 69.0%-24.2pp | 72.2%-27.3pp |
| Annual return | 15.13% | 21.45%-6.3pp | 134.60%-119.5pp | 59.29%-44.2pp |
| Employer contribution / active EE | $438 | $895-51.0% | $2,122-79.3% | $2,234-80.4% |
| Participant deferral / active EE | $2,170 | $2,453-11.5% | $3,373-35.7% | $3,805-43.0% |
| Admin fee / account holder | $7 | $287-97.7% | $5,959-99.9% | $158-95.7% |