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 | $3,649 |
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 | $43,124 | $36,939+16.7% | $80,716-46.6% | $93,030-53.6% |
| Participation rate | 63.6% | 32.6%+31.0pp | 54.2%+9.4pp | 73.9%-10.3pp |
| Annual return | 16.32% | 17.55%-1.2pp | 87.28%-71.0pp | 158.70%-142.4pp |
| Employer contribution / active EE | $681 | $455+49.7% | $1,160-41.3% | $2,706-74.8% |
| Participant deferral / active EE | $2,214 | $1,044+112.1% | $2,146+3.2% | $4,562-51.5% |
| Admin fee / account holder | $3 | $162-98.0% | $3,380-99.9% | $152-97.9% |