Filed April 3, 2003
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 | $440,240 |
KUTAK ROCK LLP1 year Service code 16 · EIN 47-0597598 | Consulting | $16,726 |
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).
Form 5500 reported that benefits due were not provided when due.
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 | $74,569 | $105,247-29.1% | $87,100-14.4% | $77,787-4.1% |
| Participation rate | 90.6% | 85.8%+4.8pp | 76.9%+13.7pp | 73.2%+17.4pp |
| Annual return | 22.11% | 24.52%-2.4pp | 28.19%-6.1pp | 32.57%-10.5pp |
| Employer contribution / active EE | $367 | $2,895-87.3% | $2,521-85.5% | $2,504-85.4% |
| Participant deferral / active EE | $4,154 | $5,060-17.9% | $4,049+2.6% | $3,967+4.7% |
| Admin fee / account holder | $69 | $104-33.9% | $7,497-99.1% | $100-31.0% |