Filed August 25, 1998 (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 | -$92,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,937 | $71,957-20.9% | $67,652-15.8% | $59,188-3.8% |
| Participation rate | 67.4% | 82.7%-15.3pp | 75.7%-8.3pp | 69.4%-2.0pp |
| Annual return | 6.12% | 8.53%-2.4pp | 6625.04%-6618.9pp | 5.51%+0.6pp |
| Employer contribution / active EE | $685 | $2,432-71.8% | $2,266-69.7% | $2,098-67.3% |
| Participant deferral / active EE | $2,868 | $4,211-31.9% | $3,560-19.4% | $3,265-12.1% |
| Admin fee / account holder | -$39 | $64-161.5% | $4,821-100.8% | $92-142.8% |