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 | -$60,062 |
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 | $29,595 | $47,456-37.6% | $172,739-82.9% | $77,787-62.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 25.03% | 35.57%-10.5pp | 802.84%-777.8pp | 32.57%-7.5pp |
| Employer contribution / active EE | $674 | $1,574-57.2% | $5,143-86.9% | $2,504-73.1% |
| Participant deferral / active EE | $3,178 | $2,560+24.2% | $5,198-38.9% | $3,967-19.9% |
| Admin fee / account holder | $3 | $81-95.7% | $13,954-100.0% | $100-96.6% |