Filed October 22, 2004
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 | $1,130 |
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 | $62,899 | $39,859+57.8% | $78,689-20.1% | $57,658+9.1% |
| Participation rate | 100.0% | 66.1%+33.9pp | 73.6%+26.4pp | 70.2%+29.8pp |
| Annual return | 8.16% | 18.96%-10.8pp | 62.18%-54.0pp | 5.13%+3.0pp |
| Employer contribution / active EE | $4,699 | $1,786+163.2% | $2,851+64.9% | $1,974+138.1% |
| Participant deferral / active EE | $7,902 | $2,248+251.5% | $3,517+124.7% | $3,061+158.2% |
| Admin fee / account holder | $2 | $76-97.4% | $4,510-100.0% | $95-97.9% |