Filed September 27, 1993
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 | -$14,525 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $80,028 | $53,777+48.8% | $134,143-40.3% | $79,858+0.2% |
| Participation rate | 76.6% | 58.8%+17.9pp | 72.2%+4.5pp | 69.6%+7.0pp |
| Annual return | 6.80% | 19.01%-12.2pp | 36.33%-29.5pp | 31.71%-24.9pp |
| Employer contribution / active EE | $2,166 | $1,321+64.0% | $3,704-41.5% | $2,471-12.3% |
| Participant deferral / active EE | $4,261 | $2,420+76.1% | $3,499+21.8% | $3,740+13.9% |
| Admin fee / account holder | -$161 | $3,984-104.1% | $6,684-102.4% | $5,306-103.0% |