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 | $153,230 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $216,337 | $51,288+321.8% | $81,983+163.9% | $73,409+194.7% |
| Participation rate | 99.9% | 64.0%+35.9pp | 69.2%+30.6pp | 72.2%+27.7pp |
| Annual return | 15.62% | 29.48%-13.9pp | 41.31%-25.7pp | 59.29%-43.7pp |
| Employer contribution / active EE | $6,811 | $1,487+358.1% | $2,498+172.6% | $2,234+204.9% |
| Participant deferral / active EE | $10,316 | $2,715+279.9% | $3,722+177.2% | $3,805+171.1% |
| Admin fee / account holder | $141 | $125+12.2% | $5,664-97.5% | $158-11.0% |