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 | -$19,388 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $154,538 | $104,697+47.6% | $96,544+60.1% | $80,160+92.8% |
| Participation rate | 98.1% | 86.4%+11.8pp | 76.0%+22.2pp | 72.9%+25.2pp |
| Annual return | 21.67% | 21.78%-0.1pp | 25.84%-4.2pp | 40.38%-18.7pp |
| Employer contribution / active EE | $6,249 | $3,536+76.7% | $2,965+110.8% | $2,978+109.9% |
| Participant deferral / active EE | $11,126 | $6,188+79.8% | $4,851+129.4% | $5,017+121.8% |
| Admin fee / account holder | -$10 | $107-108.9% | $8,252-100.1% | $145-106.6% |