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 | $250 |
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).
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 | $79,087 | $55,002+43.8% | $59,878+32.1% | $56,287+40.5% |
| Participation rate | 95.5% | 75.9%+19.5pp | 74.7%+20.8pp | 69.9%+25.6pp |
| Annual return | -7.66% | 1.13%-8.8pp | 3.46%-11.1pp | -9.96%+2.3pp |
| Employer contribution / active EE | $4,326 | $2,448+76.7% | $2,722+58.9% | $2,111+104.9% |
| Participant deferral / active EE | $4,200 | $3,121+34.6% | $3,402+23.5% | $3,350+25.4% |
| Admin fee / account holder | $1 | $236-99.4% | $3,590-100.0% | $521-99.7% |