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 3-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 | $81,360 |
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 | $200,595 | $130,141+54.1% | $86,677+131.4% | $77,904+157.5% |
| Participation rate | 97.7% | 85.9%+11.8pp | 76.6%+21.1pp | 73.7%+24.0pp |
| Annual return | -16.27% | -12.75%-3.5pp | 35.91%-52.2pp | 12.21%-28.5pp |
| Employer contribution / active EE | $8,040 | $3,220+149.7% | $2,836+183.5% | $2,848+182.3% |
| Participant deferral / active EE | $18,760 | $5,757+225.8% | $4,656+302.9% | $4,806+290.3% |
| Admin fee / account holder | $33 | $132-74.6% | $7,493-99.6% | $133-74.7% |