Filed April 23, 2008 (most recent of 5 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 | $31,148 |
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 | $112,626 | $112,686-0.1% | $169,993-33.7% | $80,160+40.5% |
| Participation rate | 99.6% | 87.4%+12.2pp | 87.0%+12.6pp | 72.9%+26.7pp |
| Annual return | 20.80% | 67.04%-46.2pp | 53.37%-32.6pp | 40.38%-19.6pp |
| Employer contribution / active EE | $7,479 | $4,481+66.9% | $6,785+10.2% | $2,978+151.2% |
| Participant deferral / active EE | $6,985 | $7,876-11.3% | $10,408-32.9% | $5,017+39.2% |
| Admin fee / account holder | $19 | $99-80.6% | $12,815-99.9% | $145-86.8% |