Filed August 29, 2006
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 4-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 | $663 |
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 | $136,868 | $86,225+58.7% | $146,665-6.7% | $86,799+57.7% |
| Participation rate | 95.1% | 78.0%+17.1pp | 80.1%+15.1pp | 72.3%+22.8pp |
| Annual return | 0.00% | 31.23%-31.2pp | 22.74%-22.7pp | 97.91%-97.9pp |
| Employer contribution / active EE | $3,923 | $2,392+64.0% | $4,136-5.2% | $2,405+63.1% |
| Participant deferral / active EE | $3,170 | $4,245-25.3% | $5,506-42.4% | $4,131-23.3% |
| Admin fee / account holder | $4 | $195-98.1% | $10,280-100.0% | $170-97.8% |