Filed March 8, 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 | $300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $94,967 | $57,976+63.8% | $62,995+50.8% | $62,292+52.5% |
| Participation rate | 90.7% | 75.9%+14.8pp | 74.8%+15.9pp | 69.5%+21.2pp |
| Annual return | 16.99% | 17.54%-0.6pp | 87.57%-70.6pp | 28.90%-11.9pp |
| Employer contribution / active EE | $3,847 | $2,415+59.3% | $2,759+39.4% | $2,042+88.4% |
| Participant deferral / active EE | $3,904 | $2,956+32.1% | $3,329+17.3% | $3,169+23.2% |
| Admin fee / account holder | $2 | $276-99.3% | $3,600-99.9% | $479-99.6% |