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 | $34,080 |
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 | $86,576 | $105,190-17.7% | $98,907-12.5% | $90,288-4.1% |
| Participation rate | 94.5% | 86.4%+8.1pp | 76.0%+18.5pp | 73.4%+21.1pp |
| Annual return | 20.34% | 18.52%+1.8pp | 196.43%-176.1pp | 53.97%-33.6pp |
| Employer contribution / active EE | $4,453 | $3,831+16.2% | $2,689+65.6% | $2,524+76.4% |
| Participant deferral / active EE | $4,998 | $5,616-11.0% | $4,244+17.8% | $4,232+18.1% |
| Admin fee / account holder | $14 | $97-85.8% | $6,642-99.8% | $114-87.9% |