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 | $1,481 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,064 | $86,655-27.2% | $119,609-47.3% | $66,914-5.8% |
| Participation rate | 47.5% | 75.6%-28.0pp | 79.3%-31.7pp | 69.8%-22.3pp |
| Annual return | -18.88% | -8.00%-10.9pp | -14.97%-3.9pp | 1.58%-20.5pp |
| Employer contribution / active EE | $1,340 | $2,536-47.1% | $4,232-68.3% | $2,544-47.3% |
| Participant deferral / active EE | $3,072 | $4,358-29.5% | $5,602-45.2% | $4,237-27.5% |
| Admin fee / account holder | $17 | $755-97.8% | $10,323-99.8% | $593-97.2% |