Filed July 26, 2006
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 | -$23,837 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,330 | $122,186+119.6% | $146,958+82.6% | $199,593+34.4% |
| Participation rate | 78.7% | 78.3%+0.4pp | 82.2%-3.5pp | 72.0%+6.7pp |
| Annual return | 16.94% | 30.56%-13.6pp | 418.34%-401.4pp | 34.25%-17.3pp |
| Employer contribution / active EE | $7,981 | $4,093+95.0% | $4,933+61.8% | $3,034+163.0% |
| Participant deferral / active EE | $9,322 | $8,502+9.6% | $8,070+15.5% | $5,087+83.3% |
| Admin fee / account holder | $6 | $179-96.9% | $12,998-100.0% | $269-97.9% |