Filed June 8, 2009
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 | $7,175 |
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 | $86,421 | $107,378-19.5% | $108,579-20.4% | $57,658+49.9% |
| Participation rate | 98.8% | 77.1%+21.7pp | 79.6%+19.2pp | 70.2%+28.5pp |
| Annual return | 14.98% | 12.80%+2.2pp | -51.70%+66.7pp | 5.13%+9.8pp |
| Employer contribution / active EE | $6,584 | $1,782+269.6% | $3,758+75.2% | $1,974+233.6% |
| Participant deferral / active EE | $10,093 | $3,221+213.4% | $4,311+134.1% | $3,061+229.8% |
| Admin fee / account holder | $11 | $108-90.0% | $7,645-99.9% | $95-88.5% |