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 | $93,625 |
SYM FINANCIAL CORPORATION3 years Service code 27 · EIN 35-1550787 | Advisory (Plan) | $28,979 |
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 | $75,563 | $66,051+14.4% | $92,893-18.7% | $77,787-2.9% |
| Participation rate | 43.3% | 81.0%-37.7pp | 76.0%-32.7pp | 73.2%-29.9pp |
| Annual return | 25.26% | 20.69%+4.6pp | 109.41%-84.2pp | 32.57%-7.3pp |
| Employer contribution / active EE | $1,383 | $3,426-59.6% | $3,653-62.1% | $2,504-44.8% |
| Participant deferral / active EE | $3,087 | $3,013+2.5% | $4,236-27.1% | $3,967-22.2% |
| Admin fee / account holder | $161 | $148+9.0% | $5,794-97.2% | $100+61.0% |