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 | $7,128 |
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 | $36,395 | $29,516+23.3% | $77,482-53.0% | $90,288-59.7% |
| Participation rate | 74.1% | 33.7%+40.5pp | 54.2%+19.9pp | 73.4%+0.8pp |
| Annual return | 12.15% | 231.18%-219.0pp | 54.79%-42.6pp | 53.97%-41.8pp |
| Employer contribution / active EE | $569 | $381+49.5% | $986-42.3% | $2,524-77.5% |
| Participant deferral / active EE | $1,791 | $944+89.7% | $1,861-3.8% | $4,232-57.7% |
| Admin fee / account holder | $6 | $106-94.7% | $2,858-99.8% | $114-95.0% |