Filed January 6, 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 | $88,855 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,422 | $61,756+96.6% | $70,092+73.2% | $77,904+55.9% |
| Participation rate | 92.9% | 79.9%+13.0pp | 70.5%+22.4pp | 73.7%+19.2pp |
| Annual return | -16.44% | -11.86%-4.6pp | 190.73%-207.2pp | 12.21%-28.6pp |
| Employer contribution / active EE | $5,531 | $2,706+104.4% | $2,559+116.2% | $2,848+94.2% |
| Participant deferral / active EE | $7,195 | $3,977+80.9% | $3,849+86.9% | $4,806+49.7% |
| Admin fee / account holder | $29 | $101-71.7% | $6,267-99.5% | $133-78.3% |