Filed April 26, 2006 (most recent of 4 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 | $496,257 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,394 | $52,626-32.7% | $98,442-64.0% | $93,030-62.0% |
| Participation rate | 95.4% | 65.3%+30.1pp | 73.3%+22.1pp | 73.9%+21.5pp |
| Annual return | 16.47% | 16.95%-0.5pp | 1492.73%-1476.3pp | 158.70%-142.2pp |
| Employer contribution / active EE | $1,737 | $1,894-8.3% | $2,960-41.3% | $2,706-35.8% |
| Participant deferral / active EE | $4,836 | $2,907+66.4% | $4,276+13.1% | $4,562+6.0% |
| Admin fee / account holder | $78 | $102-23.7% | $5,949-98.7% | $152-48.6% |