Filed October 18, 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 | $1,694 |
PATRICK MCCULLOUGH2+ years Filed as: PATRICK ROBISON Service code 61 · EIN 86-0588303 | Finders' fees / placement fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,673 | $74,089-45.1% | $133,980-69.6% | $55,167-26.3% |
| Participation rate | 96.7% | 84.3%+12.4pp | 87.1%+9.6pp | 69.0%+27.7pp |
| Annual return | 18.21% | 12.11%+6.1pp | 29.30%-11.1pp | 169.23%-151.0pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,846 | $4,678-39.2% | $6,282-54.7% | $3,054-6.8% |
| Admin fee / account holder | $13 | $458-97.2% | $9,324-99.9% | $504-97.5% |