Filed February 21, 2000 (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 | $3,468,190 |
AON CONSULTING2 years Filed as: AON Service code 16 · EIN 36-3109431 | Consulting | $100,000 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $11,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $22,701 | $41,203-44.9% | $61,373-63.0% | $89,394-74.6% |
| Participation rate | 24.7% | 35.4%-10.7pp | 52.6%-27.9pp | 71.3%-46.6pp |
| Annual return | -14.63% | -14.63%0pp | 338.61%-353.2pp | -11.89%-2.7pp |
| Employer contribution / active EE | $213 | $603-64.6% | $1,159-81.6% | $3,022-92.9% |
| Participant deferral / active EE | $788 | $1,367-42.4% | $2,125-62.9% | $5,123-84.6% |
| Admin fee / account holder | $76 | $74+2.7% | $2,130-96.5% | $79-4.8% |