Filed November 26, 1997 (most recent of 3 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 | $1,835,690 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,934 | $53,684-3.3% | $170,442-69.5% | $80,976-35.9% |
| Participation rate | 95.2% | 69.2%+26.0pp | 83.6%+11.6pp | 68.3%+26.9pp |
| Annual return | 20.15% | 25.97%-5.8pp | 205.93%-185.8pp | 22.91%-2.8pp |
| Employer contribution / active EE | $672 | $1,642-59.1% | $5,433-87.6% | $2,402-72.0% |
| Participant deferral / active EE | $6,480 | $3,017+114.8% | $4,939+31.2% | $3,848+68.4% |
| Admin fee / account holder | $38 | $46-17.3% | $13,880-99.7% | $67-43.1% |