Filed October 2, 1992
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 | $156,753 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $189,952 | $46,423+309.2% | $75,886+150.3% | $67,579+181.1% |
| Participation rate | 99.9% | 63.1%+36.8pp | 69.3%+30.6pp | 71.3%+28.6pp |
| Annual return | 19.60% | 32.29%-12.7pp | 30.76%-11.2pp | 378.56%-359.0pp |
| Employer contribution / active EE | $7,651 | $1,406+444.1% | $2,500+206.0% | $2,148+256.2% |
| Participant deferral / active EE | $9,595 | $2,564+274.2% | $3,603+166.3% | $3,539+171.1% |
| Admin fee / account holder | $143 | $132+8.8% | $5,418-97.4% | $142+0.8% |