Filed March 3, 1997
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 | $650 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,438 | $51,466-38.9% | $78,778-60.1% | $62,292-49.5% |
| Participation rate | 80.0% | 59.8%+20.2pp | 69.2%+10.8pp | 69.5%+10.5pp |
| Annual return | 21.49% | 19.96%+1.5pp | 35.62%-14.1pp | 28.90%-7.4pp |
| Employer contribution / active EE | $434 | $827-47.6% | $1,986-78.2% | $2,042-78.8% |
| Participant deferral / active EE | $3,217 | $2,147+49.8% | $2,958+8.7% | $3,169+1.5% |
| Admin fee / account holder | $42 | $489-91.5% | $5,134-99.2% | $479-91.3% |