Filed April 4, 2011
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 | -$3,861 |
Form 5500 reported that benefits due were not provided when due.
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 | $99,874 | $54,237+84.1% | $90,281+10.6% | $67,579+47.8% |
| Participation rate | 96.2% | 68.6%+27.6pp | 73.3%+22.9pp | 71.3%+24.9pp |
| Annual return | 24.24% | 37.27%-13.0pp | 78.10%-53.9pp | 378.56%-354.3pp |
| Employer contribution / active EE | $4,329 | $1,846+134.5% | $2,854+51.7% | $2,148+101.6% |
| Participant deferral / active EE | $7,508 | $2,625+186.0% | $3,885+93.2% | $3,539+112.1% |
| Admin fee / account holder | -$6 | $123-105.0% | $5,351-100.1% | $142-104.4% |