Filed October 30, 2007 (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 | $900,824 |
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 | $215,351 | $88,581+143.1% | $74,183+190.3% | $65,292+229.8% |
| Participation rate | 93.4% | 86.2%+7.2pp | 76.6%+16.8pp | 72.4%+21.0pp |
| Annual return | 15.51% | 11.72%+3.8pp | 17.74%-2.2pp | 11.84%+3.7pp |
| Employer contribution / active EE | $4,480 | $3,021+48.3% | $2,370+89.0% | $2,302+94.6% |
| Participant deferral / active EE | $10,168 | $4,898+107.6% | $3,550+186.5% | $3,579+184.1% |
| Admin fee / account holder | $80 | $60+34.2% | $5,586-98.6% | $57+39.9% |