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 | $73,352 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $45,978 | $106,087-56.7% | $86,677-47.0% | $78,044-41.1% |
| Participation rate | 83.6% | 89.6%-5.9pp | 76.6%+7.1pp | 74.4%+9.2pp |
| Annual return | -16.71% | -14.87%-1.8pp | 35.91%-52.6pp | 10.87%-27.6pp |
| Employer contribution / active EE | $937 | $4,110-77.2% | $2,836-67.0% | $3,125-70.0% |
| Participant deferral / active EE | $3,985 | $6,851-41.8% | $4,656-14.4% | $5,084-21.6% |
| Admin fee / account holder | $12 | $81-84.9% | $7,493-99.8% | $79-84.5% |