Filed July 25, 1997 (most recent of 5 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 | $288,648 |
COOK STREET CONSULTING4 years Filed as: COOK STREET Service code 16 · EIN 84-0854432 | Consulting | $73,411 |
Service code 10 · EIN 74-1695589 | Accounting | $30,000 |
Filed as: MORGAN STANLEY CAPITAL MANAGEMENT, Service code 16 · EIN 11-3658445 | Consulting | $24,470 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $162,338 | $122,186+32.9% | $146,958+10.5% | $199,593-18.7% |
| Participation rate | 96.3% | 78.3%+18.0pp | 82.2%+14.1pp | 72.0%+24.3pp |
| Annual return | 16.47% | 30.56%-14.1pp | 418.34%-401.9pp | 34.25%-17.8pp |
| Employer contribution / active EE | $6,242 | $4,093+52.5% | $4,933+26.5% | $3,034+105.7% |
| Participant deferral / active EE | $9,669 | $8,502+13.7% | $8,070+19.8% | $5,087+90.1% |
| Admin fee / account holder | $82 | $179-54.3% | $12,998-99.4% | $269-69.6% |