Filed November 30, 2012
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 | -$30,475 |
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 | $169,294 | $62,688+170.1% | $178,014-4.9% | $77,671+118.0% |
| Participation rate | 94.2% | 66.9%+27.3pp | 77.1%+17.1pp | 70.6%+23.6pp |
| Annual return | 15.92% | 16.16%-0.2pp | 294.80%-278.9pp | 31.21%-15.3pp |
| Employer contribution / active EE | $4,924 | $1,912+157.6% | $3,950+24.7% | $2,726+80.6% |
| Participant deferral / active EE | $12,184 | $4,224+188.5% | $6,276+94.1% | $4,648+162.1% |
| Admin fee / account holder | -$36 | $386-109.4% | $10,362-100.3% | $430-108.4% |