Filed May 21, 2004 (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 | $18,835 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $38,024 | $90,410-57.9% | $91,001-58.2% | $77,958-51.2% |
| Participation rate | 70.9% | 86.4%-15.5pp | 75.6%-4.7pp | 71.6%-0.8pp |
| Annual return | 20.19% | 21.34%-1.1pp | 4.60%+15.6pp | 20.87%-0.7pp |
| Employer contribution / active EE | $1,486 | $3,392-56.2% | $2,456-39.5% | $2,310-35.7% |
| Participant deferral / active EE | $2,506 | $4,816-48.0% | $3,547-29.3% | $3,537-29.1% |
| Admin fee / account holder | $17 | $79-78.1% | $5,417-99.7% | $97-82.2% |