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 | $36,431 |
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).
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 | $58,123 | $105,247-44.8% | $87,100-33.3% | $77,787-25.3% |
| Participation rate | 75.2% | 85.8%-10.6pp | 76.9%-1.7pp | 73.2%+2.0pp |
| Annual return | 39.12% | 24.52%+14.6pp | 28.19%+10.9pp | 32.57%+6.5pp |
| Employer contribution / active EE | $723 | $2,895-75.0% | $2,521-71.3% | $2,504-71.1% |
| Participant deferral / active EE | $3,195 | $5,060-36.9% | $4,049-21.1% | $3,967-19.5% |
| Admin fee / account holder | $8 | $104-92.3% | $7,497-99.9% | $100-92.0% |