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 | $26,437 |
Form 5500 reported that benefits due were not provided when due.
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 | $110,126 | $110,699-0.5% | $177,821-38.1% | $90,288+22.0% |
| Participation rate | 99.2% | 88.3%+10.9pp | 87.7%+11.5pp | 73.4%+25.9pp |
| Annual return | 15.41% | 22.79%-7.4pp | 48.32%-32.9pp | 53.97%-38.6pp |
| Employer contribution / active EE | $3,555 | $4,118-13.7% | $5,918-39.9% | $2,524+40.8% |
| Participant deferral / active EE | $5,414 | $6,731-19.6% | $7,714-29.8% | $4,232+27.9% |
| Admin fee / account holder | $8 | $90-90.8% | $12,427-99.9% | $114-92.8% |