Filed May 30, 1997
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 | $5,040 |
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 | $42,688 | $47,078-9.3% | $100,671-57.6% | $55,191-22.7% |
| Participation rate | 77.1% | 58.0%+19.1pp | 70.7%+6.4pp | 69.2%+7.9pp |
| Annual return | -0.81% | 0.65%-1.5pp | 20.43%-21.2pp | 10.78%-11.6pp |
| Employer contribution / active EE | $1,230 | $1,065+15.4% | $4,012-69.4% | $1,899-35.2% |
| Participant deferral / active EE | $2,600 | $2,038+27.5% | $3,144-17.3% | $3,046-14.7% |
| Admin fee / account holder | $11 | $153-92.9% | $4,850-99.8% | $91-88.0% |