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 | $1,138 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,374 | $101,317+58.3% | $146,958+9.1% | $74,495+115.3% |
| Participation rate | 71.0% | 75.5%-4.5pp | 82.2%-11.2pp | 67.2%+3.8pp |
| Annual return | 15.28% | 8730.91%-8715.6pp | 418.34%-403.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $4,010 | $3,810+5.2% | $4,933-18.7% | $2,623+52.9% |
| Participant deferral / active EE | $7,916 | $7,303+8.4% | $8,070-1.9% | $4,346+82.1% |
| Admin fee / account holder | $8 | $1,739-99.6% | $12,998-99.9% | $1,942-99.6% |