Filed October 18, 2004 (most recent of 4 filings on file)
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 | $13,004 |
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 | $97,001 | $95,776+1.3% | $162,163-40.2% | $77,787+24.7% |
| Participation rate | 98.2% | 88.6%+9.6pp | 87.6%+10.7pp | 73.2%+25.0pp |
| Annual return | 22.37% | 37.03%-14.7pp | 115.59%-93.2pp | 32.57%-10.2pp |
| Employer contribution / active EE | $3,370 | $3,874-13.0% | $5,614-40.0% | $2,504+34.6% |
| Participant deferral / active EE | $4,696 | $6,125-23.3% | $7,298-35.7% | $3,967+18.4% |
| Admin fee / account holder | $4 | $88-95.3% | $10,843-100.0% | $100-95.9% |