Filed August 9, 2005
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 | $446,942 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $195,145 | $106,087+83.9% | $86,677+125.1% | $78,044+150.0% |
| Participation rate | 91.5% | 89.6%+1.9pp | 76.6%+14.9pp | 74.4%+17.0pp |
| Annual return | -17.95% | -14.87%-3.1pp | 35.91%-53.9pp | 10.87%-28.8pp |
| Employer contribution / active EE | $4,973 | $4,110+21.0% | $2,836+75.3% | $3,125+59.2% |
| Participant deferral / active EE | $17,091 | $6,851+149.5% | $4,656+267.1% | $5,084+236.1% |
| Admin fee / account holder | $51 | $81-37.7% | $7,493-99.3% | $79-35.9% |