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 | -$98,098 |
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 | $126,573 | $105,247+20.3% | $87,100+45.3% | $77,787+62.7% |
| Participation rate | 98.9% | 85.8%+13.1pp | 76.9%+22.0pp | 73.2%+25.7pp |
| Annual return | 24.87% | 24.52%+0.4pp | 28.19%-3.3pp | 32.57%-7.7pp |
| Employer contribution / active EE | $5,671 | $2,895+95.9% | $2,521+124.9% | $2,504+126.4% |
| Participant deferral / active EE | $9,578 | $5,060+89.3% | $4,049+136.6% | $3,967+141.4% |
| Admin fee / account holder | -$57 | $104-154.4% | $7,497-100.8% | $100-156.8% |