Filed April 3, 2003
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 | $21,155 |
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 | $64,651 | $28,416+127.5% | $73,545-12.1% | $69,631-7.2% |
| Participation rate | 80.9% | 38.3%+42.5pp | 54.9%+25.9pp | 70.7%+10.2pp |
| Annual return | 17.07% | -694.13%+711.2pp | -15.16%+32.2pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $4,827 | $430+1021.3% | $1,219+296.0% | $2,032+137.5% |
| Participant deferral / active EE | $8,856 | $897+887.2% | $1,806+390.3% | $3,224+174.7% |
| Admin fee / account holder | $16 | $104-84.5% | $2,320-99.3% | $110-85.3% |