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 | $644 |
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 | $74,771 | $39,898+87.4% | $121,196-38.3% | $55,725+34.2% |
| Participation rate | 37.6% | 61.2%-23.6pp | 71.7%-34.1pp | 70.9%-33.2pp |
| Annual return | -6.13% | -0.96%-5.2pp | 16.93%-23.1pp | 244.93%-251.1pp |
| Employer contribution / active EE | $5 | $1,295-99.6% | $4,022-99.9% | $2,078-99.7% |
| Participant deferral / active EE | $4,135 | $2,439+69.6% | $3,344+23.6% | $3,356+23.2% |
| Admin fee / account holder | $17 | $95-81.9% | $5,019-99.7% | $115-85.0% |