Filed December 7, 2006
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 | $246,657 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,074 | $49,270-61.3% | $156,549-87.8% | $329,111-94.2% |
| Participation rate | 88.9% | 68.1%+20.8pp | 84.0%+4.9pp | 67.9%+21.0pp |
| Annual return | 25.24% | 23.25%+2.0pp | 32.23%-7.0pp | 16.35%+8.9pp |
| Employer contribution / active EE | $1,543 | $1,534+0.6% | $5,501-71.9% | $2,303-33.0% |
| Participant deferral / active EE | $2,632 | $2,920-9.8% | $4,871-46.0% | $3,682-28.5% |
| Admin fee / account holder | $11 | $51-78.9% | $13,027-99.9% | $754-98.6% |