Filed November 14, 2011 (most recent of 2 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 | $910 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $155,895 | $80,211+94.4% | $74,183+110.1% | $63,975+143.7% |
| Participation rate | 96.1% | 84.2%+12.0pp | 76.6%+19.5pp | 71.1%+25.0pp |
| Annual return | 5.16% | 14.13%-9.0pp | 17.74%-12.6pp | 48.65%-43.5pp |
| Employer contribution / active EE | $9,024 | $2,553+253.4% | $2,370+280.8% | $2,182+313.6% |
| Participant deferral / active EE | $8,940 | $4,370+104.6% | $3,550+151.9% | $3,356+166.4% |
| Admin fee / account holder | $1 | $67-98.5% | $5,586-100.0% | $70-98.6% |