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 | $32,710 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,516 | $176,491-64.0% | $95,952-33.8% | $90,288-29.7% |
| Participation rate | 76.4% | 86.6%-10.2pp | 77.1%-0.7pp | 73.4%+3.0pp |
| Annual return | 18.33% | 20.14%-1.8pp | 91.61%-73.3pp | 53.97%-35.6pp |
| Employer contribution / active EE | $466 | $2,789-83.3% | $2,541-81.7% | $2,524-81.5% |
| Participant deferral / active EE | $3,260 | $5,340-38.9% | $4,167-21.8% | $4,232-23.0% |
| Admin fee / account holder | $7 | $154-95.4% | $6,795-99.9% | $114-93.8% |