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 | $671,606 |
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 | $226,064 | $96,261+134.8% | $76,768+194.5% | $68,904+228.1% |
| Participation rate | 95.7% | 87.0%+8.7pp | 77.0%+18.8pp | 74.1%+21.6pp |
| Annual return | -4.56% | -0.85%-3.7pp | 2.43%-7.0pp | 1.07%-5.6pp |
| Employer contribution / active EE | $4,419 | $3,303+33.8% | $2,485+77.8% | $2,540+74.0% |
| Participant deferral / active EE | $11,058 | $5,537+99.7% | $3,852+187.1% | $4,015+175.4% |
| Admin fee / account holder | $140 | $73+91.9% | $6,675-97.9% | $71+96.2% |