Filed November 28, 2012
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 | $59,072 |
Service code 27 · EIN 65-1226333 | Advisory (Plan) | $44,619 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,054 | $75,388-34.9% | $123,544-60.3% | $55,725-12.0% |
| Participation rate | 73.8% | 75.7%-1.9pp | 82.3%-8.5pp | 70.9%+3.0pp |
| Annual return | -2.33% | 4.48%-6.8pp | 119.20%-121.5pp | 244.93%-247.3pp |
| Employer contribution / active EE | $1,644 | $3,063-46.3% | $4,628-64.5% | $2,078-20.9% |
| Participant deferral / active EE | $6,838 | $5,651+21.0% | $6,426+6.4% | $3,356+103.8% |
| Admin fee / account holder | $264 | $120+120.6% | $9,284-97.2% | $115+129.3% |