Filed October 30, 1996
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 | $31,979 |
Form 5500 reported that benefits due were not provided when due.
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 | $43,324 | $80,177-46.0% | $123,892-65.0% | $57,658-24.9% |
| Participation rate | 97.5% | 74.4%+23.1pp | 81.4%+16.1pp | 70.2%+27.3pp |
| Annual return | 9.84% | 17.90%-8.1pp | 47.52%-37.7pp | 5.13%+4.7pp |
| Employer contribution / active EE | $5,408 | $2,913+85.7% | $4,617+17.1% | $1,974+174.0% |
| Participant deferral / active EE | $6,648 | $5,130+29.6% | $5,984+11.1% | $3,061+117.2% |
| Admin fee / account holder | $60 | $106-43.8% | $8,357-99.3% | $95-36.8% |