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 | $1,913 |
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 | $78,058 | $46,100+69.3% | $86,590-9.9% | $69,631+12.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 73.5%+26.5pp | 70.7%+29.3pp |
| Annual return | 21.68% | 21.02%+0.7pp | 964.84%-943.2pp | 27571.02%-27549.3pp |
| Employer contribution / active EE | $4,915 | $1,850+165.7% | $2,839+73.1% | $2,032+141.9% |
| Participant deferral / active EE | $8,568 | $2,432+252.4% | $3,609+137.4% | $3,224+165.8% |
| Admin fee / account holder | $3 | $94-96.5% | $4,906-99.9% | $110-97.0% |