Filed June 8, 2012 (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 | $154,760 |
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 | $112,210 | $134,045-16.3% | $80,019+40.2% | $75,289+49.0% |
| Participation rate | 97.6% | 85.8%+11.8pp | 75.8%+21.7pp | 72.4%+25.1pp |
| Annual return | -4.70% | -0.56%-4.1pp | 11.22%-15.9pp | -0.04%-4.7pp |
| Employer contribution / active EE | $7,990 | $3,492+128.8% | $2,468+223.8% | $2,405+232.2% |
| Participant deferral / active EE | $8,993 | $4,976+80.7% | $3,686+144.0% | $3,739+140.6% |
| Admin fee / account holder | $52 | $124-57.8% | $6,521-99.2% | $102-48.9% |