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 | $126,846 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,216 | $118,464-50.9% | $96,544-39.7% | $103,482-43.7% |
| Participation rate | 85.3% | 89.0%-3.7pp | 76.0%+9.4pp | 73.3%+12.1pp |
| Annual return | 24.68% | 18.79%+5.9pp | 25.84%-1.2pp | 33.11%-8.4pp |
| Employer contribution / active EE | $1,087 | $4,210-74.2% | $2,965-63.3% | $3,208-66.1% |
| Participant deferral / active EE | $4,746 | $7,277-34.8% | $4,851-2.2% | $5,207-8.9% |
| Admin fee / account holder | $22 | $81-73.1% | $8,252-99.7% | $114-80.9% |