Filed January 6, 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 | $99,007 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $137,312 | $73,034+88.0% | $77,163+78.0% | $80,160+71.3% |
| Participation rate | 95.9% | 78.1%+17.8pp | 69.6%+26.4pp | 72.9%+23.0pp |
| Annual return | 20.51% | 18.56%+2.0pp | 37.87%-17.4pp | 40.38%-19.9pp |
| Employer contribution / active EE | $9,126 | $2,779+228.4% | $2,535+260.0% | $2,978+206.5% |
| Participant deferral / active EE | $7,568 | $4,140+82.8% | $3,833+97.4% | $5,017+50.8% |
| Admin fee / account holder | $30 | $104-71.4% | $5,472-99.5% | $145-79.6% |