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 | $291,068 |
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 | $118,345 | $118,3370% | $189,513-37.6% | $93,030+27.2% |
| Participation rate | 98.0% | 89.1%+8.9pp | 87.8%+10.2pp | 73.9%+24.1pp |
| Annual return | 13.30% | 21.77%-8.5pp | 555.15%-541.8pp | 158.70%-145.4pp |
| Employer contribution / active EE | $3,773 | $4,204-10.3% | $6,162-38.8% | $2,706+39.4% |
| Participant deferral / active EE | $5,994 | $7,123-15.9% | $8,221-27.1% | $4,562+31.4% |
| Admin fee / account holder | $91 | $100-8.8% | $12,045-99.2% | $152-40.1% |