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 | $746,906 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,746 | $100,921+151.4% | $82,313+208.3% | $177,276+43.1% |
| Participation rate | 94.4% | 86.9%+7.4pp | 76.9%+17.5pp | 74.8%+19.5pp |
| Annual return | 24.79% | 20.33%+4.5pp | 25.88%-1.1pp | 21.25%+3.5pp |
| Employer contribution / active EE | $4,604 | $3,145+46.4% | $2,428+89.6% | $2,479+85.7% |
| Participant deferral / active EE | $10,483 | $5,192+101.9% | $3,706+182.9% | $3,881+170.1% |
| Admin fee / account holder | $64 | $64+0.2% | $5,608-98.9% | $154-58.3% |