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 | $47,809 |
Employer contribution per participant 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 | $42,510 | $64,119-33.7% | $112,228-62.1% | $66,914-36.5% |
| Participation rate | 78.2% | 68.5%+9.7pp | 75.1%+3.1pp | 69.8%+8.4pp |
| Annual return | -14.32% | -13.81%-0.5pp | 27.45%-41.8pp | 1.58%-15.9pp |
| Employer contribution / active EE | $584 | $3,005-80.6% | $3,635-83.9% | $2,544-77.0% |
| Participant deferral / active EE | $2,720 | $3,693-26.4% | $4,728-42.5% | $4,237-35.8% |
| Admin fee / account holder | $198 | $625-68.3% | $6,410-96.9% | $593-66.6% |