Filed September 9, 1997 (most recent of 2 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 | $60,733 |
AMERICAN FUNDS4 years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 27 · EIN 26-4789150 | Advisory (Plan) | $60,000 |
ARMANINO LLP1 year Filed as: ARMANINO ADVISORY LLC Service code 10 · EIN 33-2514127 | Accounting | $18,638 |
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 | $259,129 | $122,693+111.2% | $184,203+40.7% | $199,593+29.8% |
| Participation rate | 97.0% | 86.8%+10.2pp | 86.8%+10.2pp | 72.0%+25.1pp |
| Annual return | 15.99% | 143.91%-127.9pp | 28.81%-12.8pp | 34.25%-18.3pp |
| Employer contribution / active EE | $11,712 | $4,584+155.5% | $6,427+82.2% | $3,034+286.0% |
| Participant deferral / active EE | $14,601 | $7,990+82.7% | $9,131+59.9% | $5,087+187.0% |
| Admin fee / account holder | $54 | $121-55.3% | $13,901-99.6% | $269-79.9% |