Filed November 7, 1996 (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 | $23,173 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,420 | $91,372+6.6% | $129,995-25.1% | $74,419+30.9% |
| Participation rate | 99.0% | 77.8%+21.2pp | 78.5%+20.5pp | 70.7%+28.3pp |
| Annual return | 13.15% | 23.21%-10.1pp | -137.18%+150.3pp | 34.38%-21.2pp |
| Employer contribution / active EE | $760 | $2,563-70.4% | $4,320-82.4% | $2,637-71.2% |
| Participant deferral / active EE | $7,049 | $4,721+49.3% | $5,820+21.1% | $4,528+55.7% |
| Admin fee / account holder | $55 | $283-80.4% | $10,614-99.5% | $348-84.1% |