Filed January 27, 2006 (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 | $575 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $91,572 | $57,108+60.3% | $94,224-2.8% | $52,331+75.0% |
| Participation rate | 99.1% | 72.9%+26.1pp | 78.8%+20.3pp | 68.1%+31.0pp |
| Annual return | 3.05% | 1.47%+1.6pp | 10.68%-7.6pp | 4.54%-1.5pp |
| Employer contribution / active EE | $162 | $1,735-90.7% | $3,587-95.5% | $1,882-91.4% |
| Participant deferral / active EE | $4,685 | $3,040+54.1% | $4,320+8.4% | $3,022+55.0% |
| Admin fee / account holder | $4 | $546-99.3% | $6,269-99.9% | $592-99.4% |