Filed September 23, 1996
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 | $104,940 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $164,487 | $96,403+70.6% | $93,606+75.7% | $77,787+111.5% |
| Participation rate | 90.9% | 87.6%+3.3pp | 75.8%+15.1pp | 73.2%+17.7pp |
| Annual return | 22.76% | 39.36%-16.6pp | 32.76%-10.0pp | 32.57%-9.8pp |
| Employer contribution / active EE | $5,248 | $3,616+45.1% | $2,718+93.1% | $2,504+109.5% |
| Participant deferral / active EE | $6,954 | $5,341+30.2% | $4,069+70.9% | $3,967+75.3% |
| Admin fee / account holder | $27 | $90-69.4% | $7,888-99.7% | $100-72.6% |