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 | $1,068,827 |
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).
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 | $22,506 | $53,684-58.1% | $170,442-86.8% | $80,976-72.2% |
| Participation rate | 90.5% | 69.2%+21.3pp | 83.6%+6.9pp | 68.3%+22.2pp |
| Annual return | 20.75% | 25.97%-5.2pp | 205.93%-185.2pp | 22.91%-2.2pp |
| Employer contribution / active EE | $2,211 | $1,642+34.6% | $5,433-59.3% | $2,402-8.0% |
| Participant deferral / active EE | $3,799 | $3,017+25.9% | $4,939-23.1% | $3,848-1.3% |
| Admin fee / account holder | $41 | $46-11.7% | $13,880-99.7% | $67-39.3% |