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 | $237,026 |
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 | $84,625 | $84,993-0.4% | $129,995-34.9% | $80,160+5.6% |
| Participation rate | 96.7% | 79.5%+17.2pp | 78.5%+18.2pp | 72.9%+23.8pp |
| Annual return | 20.18% | 23.76%-3.6pp | -137.18%+157.4pp | 40.38%-20.2pp |
| Employer contribution / active EE | $4,040 | $3,051+32.4% | $4,320-6.5% | $2,978+35.7% |
| Participant deferral / active EE | $5,642 | $4,984+13.2% | $5,820-3.1% | $5,017+12.5% |
| Admin fee / account holder | $69 | $391-82.3% | $10,614-99.3% | $145-52.3% |