Filed May 16, 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 | $3,821 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,080 | $66,302-16.9% | $110,238-50.0% | $56,287-2.1% |
| Participation rate | 60.3% | 74.9%-14.6pp | 79.8%-19.5pp | 69.9%-9.6pp |
| Annual return | -0.55% | -1.18%+0.6pp | 314.74%-315.3pp | -9.96%+9.4pp |
| Employer contribution / active EE | $2,194 | $2,047+7.2% | $3,826-42.7% | $2,111+3.9% |
| Participant deferral / active EE | $4,933 | $3,381+45.9% | $4,672+5.6% | $3,350+47.3% |
| Admin fee / account holder | $12 | $698-98.2% | $8,547-99.9% | $521-97.6% |