Filed December 28, 1
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 | -$22,338 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $310,652 | $82,978+274.4% | $130,231+138.5% | $74,419+317.4% |
| Participation rate | 99.7% | 73.7%+26.0pp | 76.3%+23.4pp | 70.7%+29.0pp |
| Annual return | 16.11% | 123.05%-106.9pp | 38.77%-22.7pp | 34.38%-18.3pp |
| Employer contribution / active EE | $14,870 | $3,391+338.5% | $4,126+260.4% | $2,637+463.8% |
| Participant deferral / active EE | $14,352 | $5,370+167.3% | $6,799+111.1% | $4,528+217.0% |
| Admin fee / account holder | -$21 | $354-105.9% | $6,020-100.3% | $348-106.0% |