Filed November 19, 2008 (most recent of 2 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 | -$51,151 |
Form 5500 reported that benefits due were not provided when due.
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 | $43,761 | $45,382-3.6% | $154,107-71.6% | $75,289-41.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 83.0%+17.0pp | 72.4%+27.6pp |
| Annual return | -4.75% | -0.47%-4.3pp | 735.12%-739.9pp | -0.04%-4.7pp |
| Employer contribution / active EE | $1,279 | $1,533-16.6% | $5,298-75.9% | $2,405-46.8% |
| Participant deferral / active EE | $5,336 | $2,384+123.8% | $5,081+5.0% | $3,739+42.7% |
| Admin fee / account holder | $7 | $89-92.6% | $13,411-100.0% | $102-93.5% |