Filed July 7, 2000
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 | $52,854 |
TRUENORTH, INC.1+ years Filed as: TRUENORTH INC Service code 27 · EIN 48-1233289 | Advisory (Plan) | $35,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,936 | $50,498+26.6% | $75,781-15.6% | $55,191+15.8% |
| Participation rate | 98.5% | 69.4%+29.0pp | 75.8%+22.6pp | 69.2%+29.3pp |
| Annual return | 1.98% | 1.80%+0.2pp | 9.68%-7.7pp | 10.78%-8.8pp |
| Employer contribution / active EE | $4,552 | $2,291+98.7% | $3,323+37.0% | $1,899+139.7% |
| Participant deferral / active EE | $4,911 | $2,589+89.7% | $3,651+34.5% | $3,046+61.2% |
| Admin fee / account holder | $205 | $123+66.4% | $5,299-96.1% | $91+125.6% |