Filed January 20, 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 | $8,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,110 | $23,119+17.3% | $71,086-61.9% | $75,289-64.0% |
| Participation rate | 65.7% | 36.3%+29.4pp | 54.7%+11.0pp | 72.4%-6.7pp |
| Annual return | -5.15% | -3.32%-1.8pp | 650.59%-655.7pp | -0.04%-5.1pp |
| Employer contribution / active EE | $519 | $399+30.0% | $1,088-52.3% | $2,405-78.4% |
| Participant deferral / active EE | $1,664 | $960+73.3% | $1,874-11.2% | $3,739-55.5% |
| Admin fee / account holder | $6 | $89-93.1% | $3,082-99.8% | $102-93.9% |