Filed July 25, 2006 (most recent of 4 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 | -$58,778 |
Form 5500 reported that benefits due were not provided when due.
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 | $87,285 | $48,835+78.7% | $170,442-48.8% | $177,276-50.8% |
| Participation rate | 87.1% | 72.1%+15.0pp | 83.6%+3.5pp | 74.8%+12.2pp |
| Annual return | 20.26% | 19.44%+0.8pp | 205.93%-185.7pp | 21.25%-1.0pp |
| Employer contribution / active EE | $2,780 | $1,798+54.6% | $5,433-48.8% | $2,479+12.2% |
| Participant deferral / active EE | $5,267 | $2,757+91.0% | $4,939+6.6% | $3,881+35.7% |
| Admin fee / account holder | -$10 | $52-119.4% | $13,880-100.1% | $154-106.5% |