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 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 | $125 |
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 | $28,433 | $54,121-47.5% | $134,143-78.8% | $73,409-61.3% |
| Participation rate | 44.9% | 64.4%-19.5pp | 72.2%-27.3pp | 72.2%-27.3pp |
| Annual return | 31.18% | -312.52%+343.7pp | 36.33%-5.1pp | 59.29%-28.1pp |
| Employer contribution / active EE | $142 | $1,402-89.8% | $3,704-96.2% | $2,234-93.6% |
| Participant deferral / active EE | $4,317 | $2,844+51.8% | $3,499+23.4% | $3,805+13.4% |
| Admin fee / account holder | $6 | $132-95.7% | $6,684-99.9% | $158-96.4% |