Filed June 8, 2009
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 | $2,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $80,142 | $73,823+8.6% | $379,746-78.9% | $73,488+9.1% |
| Participation rate | 80.6% | 73.1%+7.4pp | 78.4%+2.2pp | 70.7%+9.9pp |
| Annual return | 25.11% | 29.06%-4.0pp | 34.90%-9.8pp | 28.51%-3.4pp |
| Employer contribution / active EE | $0 | $2,472-100.0% | $3,540-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,845 | $4,038+20.0% | $6,024-19.6% | $3,740+29.6% |
| Admin fee / account holder | $6 | $607-99.1% | $7,927-99.9% | $513-98.9% |