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 37 · EIN 04-2647786 | Loan Processing | $77,921 |
PJ'S CONSULTING FIRM5 years Service code 16 · EIN 81-1764844 | Consulting | $20,924 |
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 1 reportable transaction. $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 | $191,833 | $176,491+8.7% | $95,952+99.9% | $90,288+112.5% |
| Participation rate | 93.3% | 86.6%+6.8pp | 77.1%+16.3pp | 73.4%+20.0pp |
| Annual return | 15.00% | 20.14%-5.1pp | 91.61%-76.6pp | 53.97%-39.0pp |
| Employer contribution / active EE | $6,840 | $2,789+145.3% | $2,541+169.2% | $2,524+171.0% |
| Participant deferral / active EE | $15,893 | $5,340+197.6% | $4,167+281.4% | $4,232+275.5% |
| Admin fee / account holder | $45 | $154-70.9% | $6,795-99.3% | $114-60.7% |