Filed December 23, 2008
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 | $2,185 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $165,644 | $87,013+90.4% | $106,213+56.0% | $80,856+104.9% |
| Participation rate | 96.0% | 70.4%+25.6pp | 75.3%+20.7pp | 67.6%+28.4pp |
| Annual return | 14.28% | 17.05%-2.8pp | 116.14%-101.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,725 | $2,395+55.5% | $3,171+17.4% | $2,755+35.2% |
| Participant deferral / active EE | $11,217 | $3,986+181.4% | $5,016+123.6% | $4,296+161.1% |
| Admin fee / account holder | $30 | $8,431-99.6% | $11,033-99.7% | $6,918-99.6% |