Filed February 27, 2009
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 70 · EIN 81-4596334 | Consulting Fees | $49,000 |
PJ'S CONSULTING FIRM4 years Service code 49 · EIN 81-1764844 | Other Services | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,762 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,063 | $105,247+57.8% | $87,100+90.7% | $77,787+113.5% |
| Participation rate | 92.8% | 85.8%+7.0pp | 76.9%+15.9pp | 73.2%+19.6pp |
| Annual return | 23.69% | 24.52%-0.8pp | 28.19%-4.5pp | 32.57%-8.9pp |
| Employer contribution / active EE | $6,247 | $2,895+115.8% | $2,521+147.7% | $2,504+149.4% |
| Participant deferral / active EE | $14,475 | $5,060+186.1% | $4,049+257.5% | $3,967+264.8% |
| Admin fee / account holder | $41 | $104-60.7% | $7,497-99.5% | $100-59.0% |