Filed October 19, 2004
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 5-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 | $944 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,991 | $38,312+40.9% | $100,671-46.4% | $59,188-8.8% |
| Participation rate | 25.0% | 57.4%-32.4pp | 70.7%-45.7pp | 69.4%-44.4pp |
| Annual return | 1.60% | 2.64%-1.0pp | 20.43%-18.8pp | 5.51%-3.9pp |
| Employer contribution / active EE | $0 | $1,183-100.0% | $4,012-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $2,095 | $1,847+13.5% | $3,144-33.3% | $3,265-35.8% |
| Admin fee / account holder | $4 | $68-93.8% | $4,850-99.9% | $92-95.5% |