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 | -$127,954 |
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 | $123,113 | $69,238+77.8% | $185,823-33.7% | $101,517+21.3% |
| Participation rate | 88.1% | 73.5%+14.6pp | 81.7%+6.4pp | 74.6%+13.5pp |
| Annual return | 13.92% | 21.26%-7.3pp | 122.05%-108.1pp | 21.00%-7.1pp |
| Employer contribution / active EE | $6,480 | $2,104+207.9% | $5,167+25.4% | $2,973+118.0% |
| Participant deferral / active EE | $3,154 | $3,764-16.2% | $5,568-43.4% | $4,873-35.3% |
| Admin fee / account holder | $82 | $66+23.1% | $16,237-99.5% | $139-41.4% |