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 | $1,925 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,042 | $80,138-6.4% | $130,231-42.4% | $71,457+5.0% |
| Participation rate | 82.6% | 71.0%+11.6pp | 76.3%+6.3pp | 67.9%+14.7pp |
| Annual return | 26.06% | 16.81%+9.3pp | 38.77%-12.7pp | 28.85%-2.8pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $4,126-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $6,124 | $4,641+32.0% | $6,799-9.9% | $4,289+42.8% |
| Admin fee / account holder | $5 | $1,035-99.5% | $6,020-99.9% | $1,587-99.7% |