Filed January 30, 2010
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 | $169,897 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $34,648 | $87,621-60.5% | $86,436-59.9% | $77,904-55.5% |
| Participation rate | 84.8% | 85.8%-1.0pp | 80.3%+4.5pp | 73.7%+11.2pp |
| Annual return | -16.62% | -13.90%-2.7pp | 4394.89%-4411.5pp | 12.21%-28.8pp |
| Employer contribution / active EE | $1,147 | $3,474-67.0% | $3,769-69.6% | $2,848-59.7% |
| Participant deferral / active EE | $2,640 | $8,645-69.5% | $6,952-62.0% | $4,806-45.1% |
| Admin fee / account holder | $97 | $85+14.5% | $6,731-98.6% | $133-26.9% |