Filed September 30, 1999
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 | $24,862 |
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 | $64,771 | $85,135-23.9% | $98,907-34.5% | $73,409-11.8% |
| Participation rate | 90.7% | 81.1%+9.5pp | 76.0%+14.6pp | 72.2%+18.5pp |
| Annual return | 13.22% | 19.14%-5.9pp | 196.43%-183.2pp | 59.29%-46.1pp |
| Employer contribution / active EE | $2,337 | $2,721-14.1% | $2,689-13.1% | $2,234+4.6% |
| Participant deferral / active EE | $2,941 | $4,349-32.4% | $4,244-30.7% | $3,805-22.7% |
| Admin fee / account holder | $63 | $139-54.5% | $6,642-99.0% | $158-59.9% |