Filed January 28, 1998 (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 | $288,221 |
COHNREZNICK LLP4 years Service code 10 · EIN 22-1478099 | Accounting | $42,230 |
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 | $237,344 | $74,831+217.2% | $96,683+145.5% | $103,482+129.4% |
| Participation rate | 99.4% | 83.1%+16.3pp | 74.3%+25.0pp | 73.3%+26.1pp |
| Annual return | 22.76% | 16.15%+6.6pp | 35.69%-12.9pp | 33.11%-10.4pp |
| Employer contribution / active EE | $10,091 | $3,888+159.6% | $3,737+170.1% | $3,208+214.6% |
| Participant deferral / active EE | $12,335 | $3,896+216.7% | $4,878+152.9% | $5,207+136.9% |
| Admin fee / account holder | $33 | $130-74.9% | $6,730-99.5% | $114-71.3% |