Filed March 21, 2006 (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 | $41,325 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,323 | $65,292-52.0% | $71,671-56.3% | $77,958-59.8% |
| Participation rate | 82.2% | 67.4%+14.8pp | 68.7%+13.5pp | 71.6%+10.6pp |
| Annual return | 24.38% | 21.25%+3.1pp | 20.65%+3.7pp | 20.87%+3.5pp |
| Employer contribution / active EE | $648 | $2,085-68.9% | $2,460-73.7% | $2,310-72.0% |
| Participant deferral / active EE | $2,909 | $3,008-3.3% | $3,438-15.4% | $3,537-17.7% |
| Admin fee / account holder | $9 | $84-88.9% | $5,558-99.8% | $97-90.4% |