Filed November 9, 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 | $97,389 |
SYM FINANCIAL CORPORATION2 years Service code 27 · EIN 35-1550787 | Advisory (Plan) | $27,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,414 | $60,396+6.7% | $83,848-23.2% | $75,289-14.4% |
| Participation rate | 31.4% | 80.7%-49.3pp | 76.1%-44.7pp | 72.4%-41.0pp |
| Annual return | -4.71% | 3.84%-8.6pp | 850.88%-855.6pp | -0.04%-4.7pp |
| Employer contribution / active EE | $965 | $3,343-71.1% | $3,631-73.4% | $2,405-59.9% |
| Participant deferral / active EE | $2,140 | $2,922-26.8% | $4,082-47.6% | $3,739-42.8% |
| Admin fee / account holder | $178 | $141+26.2% | $5,478-96.7% | $102+74.2% |