Filed January 31, 2005 (most recent of 2 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 | $16,742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $47,912 | $56,640-15.4% | $80,975-40.8% | $57,658-16.9% |
| Participation rate | 66.9% | 75.9%-9.0pp | 75.8%-8.9pp | 70.2%-3.3pp |
| Annual return | 362.51% | 19.97%+342.5pp | 17.10%+345.4pp | 5.13%+357.4pp |
| Employer contribution / active EE | $3,195 | $2,085+53.2% | $3,714-14.0% | $1,974+61.9% |
| Participant deferral / active EE | $6,703 | $4,944+35.6% | $5,696+17.7% | $3,061+119.0% |
| Admin fee / account holder | $74 | $87-14.9% | $5,516-98.7% | $95-21.5% |