Filed March 21, 2005 (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 | $37,256 |
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 | $39,368 | $204,517-80.8% | $69,455-43.3% | $77,787-49.4% |
| Participation rate | 90.1% | 74.6%+15.5pp | 74.6%+15.5pp | 73.2%+16.9pp |
| Annual return | 23.94% | 22.10%+1.8pp | 28.97%-5.0pp | 32.57%-8.6pp |
| Employer contribution / active EE | $1,175 | $3,548-66.9% | $2,779-57.7% | $2,504-53.1% |
| Participant deferral / active EE | $4,024 | $3,478+15.7% | $3,535+13.8% | $3,967+1.4% |
| Admin fee / account holder | $6 | $101-94.5% | $3,839-99.9% | $100-94.5% |