Filed March 29, 1995 (most recent of 2 filings on file)
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 | -$8,326 |
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 | $100,971 | $107,440-6.0% | $105,738-4.5% | $55,725+81.2% |
| Participation rate | 98.2% | 55.5%+42.7pp | 76.3%+21.8pp | 70.9%+27.3pp |
| Annual return | -4.69% | -0.59%-4.1pp | 6.27%-11.0pp | 244.93%-249.6pp |
| Employer contribution / active EE | $4,035 | $1,448+178.6% | $3,268+23.5% | $2,078+94.2% |
| Participant deferral / active EE | $4,735 | $2,171+118.1% | $4,080+16.1% | $3,356+41.1% |
| Admin fee / account holder | -$19 | $283-106.7% | $6,913-100.3% | $115-116.4% |