Filed April 12, 2007 (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 | $443,531 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,616 | $65,292-16.4% | $87,507-37.6% | $65,292-16.4% |
| Participation rate | 64.8% | 72.4%-7.6pp | 73.8%-9.0pp | 72.4%-7.6pp |
| Annual return | 9.53% | 11.84%-2.3pp | 12.21%-2.7pp | 11.84%-2.3pp |
| Employer contribution / active EE | $1,313 | $2,302-43.0% | $2,550-48.5% | $2,302-43.0% |
| Participant deferral / active EE | $2,139 | $3,579-40.2% | $3,149-32.1% | $3,579-40.2% |
| Admin fee / account holder | $61 | $57+6.8% | $4,221-98.5% | $57+6.8% |