Filed April 17, 2006 (most recent of 4 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 | -$75,544 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $103,690 | $78,852+31.5% | $76,768+35.1% | $75,289+37.7% |
| Participation rate | 97.1% | 85.0%+12.2pp | 77.0%+20.2pp | 72.4%+24.7pp |
| Annual return | -4.76% | -1.29%-3.5pp | 2.43%-7.2pp | -0.04%-4.7pp |
| Employer contribution / active EE | $5,112 | $2,794+82.9% | $2,485+105.7% | $2,405+112.6% |
| Participant deferral / active EE | $8,281 | $4,800+72.5% | $3,852+115.0% | $3,739+121.5% |
| Admin fee / account holder | -$46 | $79-158.6% | $6,675-100.7% | $102-145.3% |