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 | $303,608 |
JONES DAY1 year Service code 29 555 SOUTH FLOWER STREET · LOS ANGELES, CA 90071 | Legal | $37,361 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $133,382 | $136,310-2.1% | $98,439+35.5% | $103,482+28.9% |
| Participation rate | 95.9% | 89.2%+6.6pp | 75.2%+20.7pp | 73.3%+22.6pp |
| Annual return | 20.00% | 19.67%+0.3pp | 21.16%-1.2pp | 33.11%-13.1pp |
| Employer contribution / active EE | $4,731 | $4,714+0.4% | $3,048+55.2% | $3,208+47.5% |
| Participant deferral / active EE | $6,955 | $7,358-5.5% | $4,738+46.8% | $5,207+33.6% |
| Admin fee / account holder | $49 | $76-35.6% | $8,948-99.5% | $114-57.0% |