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 | $1,008 |
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 | $179,334 | $100,923+77.7% | $150,045+19.5% | $74,304+141.4% |
| Participation rate | 78.1% | 70.1%+8.0pp | 82.3%-4.2pp | 60.3%+17.7pp |
| Annual return | 16.96% | 51.77%-34.8pp | 62.55%-45.6pp | 29.43%-12.5pp |
| Employer contribution / active EE | $4,206 | $3,463+21.4% | $4,693-10.4% | $2,241+87.7% |
| Participant deferral / active EE | $8,361 | $6,709+24.6% | $7,997+4.5% | $3,767+121.9% |
| Admin fee / account holder | $7 | $2,767-99.8% | $13,435-100.0% | $2,969-99.8% |