Filed October 18, 2004
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 | $1,913 |
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 | $83,497 | $57,108+46.2% | $94,224-11.4% | $52,331+59.6% |
| Participation rate | 96.0% | 72.9%+23.0pp | 78.8%+17.2pp | 68.1%+27.8pp |
| Annual return | 7.26% | 1.47%+5.8pp | 10.68%-3.4pp | 4.54%+2.7pp |
| Employer contribution / active EE | $3,699 | $1,735+113.2% | $3,587+3.1% | $1,882+96.6% |
| Participant deferral / active EE | $8,834 | $3,040+190.6% | $4,320+104.5% | $3,022+192.3% |
| Admin fee / account holder | $24 | $546-95.6% | $6,269-99.6% | $592-95.9% |