Filed December 15, 1995 (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 | $2,058,557 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,904 | $138,331+0.4% | $86,677+60.3% | $89,394+55.4% |
| Participation rate | 96.6% | 88.9%+7.7pp | 76.6%+20.0pp | 71.3%+25.3pp |
| Annual return | -14.16% | -11.72%-2.4pp | 35.91%-50.1pp | -11.89%-2.3pp |
| Employer contribution / active EE | $5,008 | $4,812+4.1% | $2,836+76.6% | $3,022+65.7% |
| Participant deferral / active EE | $7,412 | $8,027-7.7% | $4,656+59.2% | $5,123+44.7% |
| Admin fee / account holder | $63 | $64-1.4% | $7,493-99.2% | $79-20.4% |