Filed October 24, 2005
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 | -$1,318 |
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 | $103,650 | $89,355+16.0% | $141,162-26.6% | $72,985+42.0% |
| Participation rate | 85.4% | 75.1%+10.3pp | 82.5%+2.9pp | 69.5%+15.9pp |
| Annual return | 22.02% | 111.85%-89.8pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $3,665 | $3,114+17.7% | $4,735-22.6% | $2,440+50.2% |
| Participant deferral / active EE | $7,251 | $5,418+33.8% | $6,709+8.1% | $3,607+101.0% |
| Admin fee / account holder | -$9 | $5,958-100.1% | $10,261-100.1% | $5,124-100.2% |