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 | $1,901 |
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 | $71,268 | $43,999+62.0% | $79,464-10.3% | $55,725+27.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 70.9%+29.1pp |
| Annual return | -5.83% | 1.81%-7.6pp | 718.14%-724.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $4,873 | $1,830+166.4% | $2,800+74.0% | $2,078+134.5% |
| Participant deferral / active EE | $8,391 | $2,538+230.6% | $3,704+126.5% | $3,356+150.1% |
| Admin fee / account holder | $3 | $118-97.4% | $5,113-99.9% | $115-97.4% |