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 | $92,971 |
SYM FINANCIAL CORPORATION6 years Service code 27 · EIN 35-1550787 | Advisory (Plan) | $35,172 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,484 | $76,774-4.3% | $112,228-34.5% | $77,904-5.7% |
| Participation rate | 59.4% | 80.2%-20.7pp | 75.1%-15.6pp | 73.7%-14.3pp |
| Annual return | -14.92% | -10.25%-4.7pp | 27.45%-42.4pp | 12.21%-27.1pp |
| Employer contribution / active EE | $2,194 | $3,977-44.8% | $3,635-39.6% | $2,848-23.0% |
| Participant deferral / active EE | $5,089 | $3,778+34.7% | $4,728+7.6% | $4,806+5.9% |
| Admin fee / account holder | $135 | $239-43.4% | $6,410-97.9% | $133+2.1% |