Filed August 5, 2006
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 | $49,218 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,331 | $77,660-40.3% | $109,143-57.6% | $79,386-41.6% |
| Participation rate | 80.5% | 67.8%+12.7pp | 75.9%+4.7pp | 70.7%+9.8pp |
| Annual return | 9.14% | 23.44%-14.3pp | 25.75%-16.6pp | 116.85%-107.7pp |
| Employer contribution / active EE | $557 | $2,797-80.1% | $3,722-85.0% | $2,427-77.1% |
| Participant deferral / active EE | $2,640 | $3,518-24.9% | $4,653-43.3% | $4,046-34.7% |
| Admin fee / account holder | $192 | $732-73.7% | $6,752-97.2% | $626-69.3% |