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 | -$19,608 |
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 | $124,198 | $52,122+138.3% | $104,294+19.1% | $64,808+91.6% |
| Participation rate | 98.3% | 56.0%+42.3pp | 73.3%+25.0pp | 71.5%+26.8pp |
| Annual return | -15.92% | 13.26%-29.2pp | 24.61%-40.5pp | 32.82%-48.7pp |
| Employer contribution / active EE | $5,491 | $1,627+237.5% | $3,372+62.8% | $2,506+119.1% |
| Participant deferral / active EE | $5,986 | $2,823+112.1% | $4,625+29.4% | $4,310+38.9% |
| Admin fee / account holder | -$40 | $155-125.7% | $7,339-100.5% | $188-121.1% |