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 | $343,289 |
KUTAK ROCK LLP4 years Service code 16 · EIN 47-0597598 | Consulting | $28,157 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $74,955 | $130,141-42.4% | $86,677-13.5% | $77,904-3.8% |
| Participation rate | 90.4% | 85.9%+4.4pp | 76.6%+13.8pp | 73.7%+16.7pp |
| Annual return | -14.56% | -12.75%-1.8pp | 35.91%-50.5pp | 12.21%-26.8pp |
| Employer contribution / active EE | $363 | $3,220-88.7% | $2,836-87.2% | $2,848-87.3% |
| Participant deferral / active EE | $4,643 | $5,757-19.4% | $4,656-0.3% | $4,806-3.4% |
| Admin fee / account holder | $58 | $132-55.6% | $7,493-99.2% | $133-55.9% |