Filed June 17, 1998
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 | $65,499 |
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 | $103,301 | $85,135+21.3% | $98,907+4.4% | $73,409+40.7% |
| Participation rate | 74.1% | 81.1%-7.1pp | 76.0%-2.0pp | 72.2%+1.9pp |
| Annual return | 17.31% | 19.14%-1.8pp | 196.43%-179.1pp | 59.29%-42.0pp |
| Employer contribution / active EE | $2,102 | $2,721-22.7% | $2,689-21.8% | $2,234-5.9% |
| Participant deferral / active EE | $4,483 | $4,349+3.1% | $4,244+5.6% | $3,805+17.8% |
| Admin fee / account holder | $76 | $139-45.1% | $6,642-98.8% | $158-51.6% |