Filed February 13, 1996
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 5-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 | $152,063 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,221 | $160,882+3.9% | $200,582-16.6% | $102,872+62.6% |
| Participation rate | 96.9% | 91.2%+5.7pp | 86.9%+10.0pp | 73.0%+23.9pp |
| Annual return | 18.53% | 18.15%+0.4pp | 42.33%-23.8pp | 19.06%-0.5pp |
| Employer contribution / active EE | $7,030 | $5,602+25.5% | $6,419+9.5% | $3,526+99.4% |
| Participant deferral / active EE | $10,661 | $9,300+14.6% | $9,331+14.3% | $5,535+92.6% |
| Admin fee / account holder | $60 | $125-51.8% | $16,305-99.6% | $292-79.4% |