Filed January 14, 1998 (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 5-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 | $981 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,580 | $47,202+47.4% | $93,606-25.7% | $99,062-29.8% |
| Participation rate | 15.3% | 57.3%-42.0pp | 68.7%-53.4pp | 71.6%-56.3pp |
| Annual return | 15.30% | 13.08%+2.2pp | 133.20%-117.9pp | 17.66%-2.4pp |
| Employer contribution / active EE | $459 | $1,134-59.5% | $2,420-81.0% | $3,262-85.9% |
| Participant deferral / active EE | $1,016 | $2,296-55.8% | $4,411-77.0% | $5,331-81.0% |
| Admin fee / account holder | $121 | $86+40.8% | $8,285-98.5% | $109+11.0% |