Filed March 5, 2012 (most recent of 4 filings on file)
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 | -$3,688 |
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 | $131,531 | $80,005+64.4% | $140,016-6.1% | $55,725+136.0% |
| Participation rate | 98.4% | 87.0%+11.4pp | 87.5%+10.9pp | 70.9%+27.5pp |
| Annual return | -4.31% | 0.46%-4.8pp | 651.12%-655.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $9,191 | $3,403+170.1% | $5,606+64.0% | $2,078+342.3% |
| Participant deferral / active EE | $9,622 | $5,264+82.8% | $6,927+38.9% | $3,356+186.8% |
| Admin fee / account holder | -$6 | $116-104.8% | $10,705-100.1% | $115-104.8% |