Filed March 23, 2007 (most recent of 4 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 | $72,853 |
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 | $160,720 | $96,486+66.6% | $153,485+4.7% | $77,643+107.0% |
| Participation rate | 74.8% | 81.6%-6.9pp | 77.1%-2.3pp | 70.6%+4.2pp |
| Annual return | 13.50% | 14.44%-0.9pp | 15.65%-2.2pp | 31.24%-17.7pp |
| Employer contribution / active EE | $2,702 | $5,224-48.3% | $5,039-46.4% | $2,726-0.9% |
| Participant deferral / active EE | $5,463 | $6,609-17.3% | $6,757-19.1% | $4,647+17.6% |
| Admin fee / account holder | $75 | $182-59.1% | $12,724-99.4% | $430-82.7% |