Filed June 8, 2009 (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 | -$19,681 |
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 | $107,842 | $57,096+88.9% | $94,224+14.5% | $55,191+95.4% |
| Participation rate | 87.4% | 75.7%+11.8pp | 78.8%+8.7pp | 69.2%+18.3pp |
| Annual return | 11.98% | 159.65%-147.7pp | 10.68%+1.3pp | 10.78%+1.2pp |
| Employer contribution / active EE | $683 | $1,708-60.0% | $3,587-81.0% | $1,899-64.0% |
| Participant deferral / active EE | $3,916 | $3,165+23.7% | $4,320-9.4% | $3,046+28.6% |
| Admin fee / account holder | -$20 | $89-122.5% | $6,269-100.3% | $91-122.1% |