Filed February 27, 2012 (most recent of 4 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 | $1,994 |
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 | $157,389 | $81,474+93.2% | $133,956+17.5% | $73,488+114.2% |
| Participation rate | 96.2% | 76.4%+19.8pp | 79.8%+16.4pp | 70.7%+25.5pp |
| Annual return | 13.01% | 19.40%-6.4pp | 45.09%-32.1pp | 28.51%-15.5pp |
| Employer contribution / active EE | $2,138 | $2,209-3.2% | $3,919-45.4% | $2,270-5.8% |
| Participant deferral / active EE | $9,357 | $3,786+147.1% | $5,048+85.4% | $3,740+150.2% |
| Admin fee / account holder | $8 | $713-98.9% | $8,927-99.9% | $513-98.4% |