Filed May 21, 2012 (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 | $155,331 |
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).
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 | $70,289 | $84,000-16.3% | $119,609-41.2% | $77,904-9.8% |
| Participation rate | 96.1% | 77.8%+18.3pp | 79.3%+16.8pp | 73.7%+22.4pp |
| Annual return | -19.02% | -11.59%-7.4pp | -14.97%-4.1pp | 12.21%-31.2pp |
| Employer contribution / active EE | $3,405 | $2,907+17.1% | $4,232-19.5% | $2,848+19.6% |
| Participant deferral / active EE | $4,854 | $4,705+3.2% | $5,602-13.4% | $4,806+1.0% |
| Admin fee / account holder | $46 | $116-60.6% | $10,323-99.6% | $133-65.6% |