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 | $81,302 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,866 | $86,897+71.3% | $151,611-1.8% | $64,808+129.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -13.88% | -3.57%-10.3pp | 3.33%-17.2pp | 32.82%-46.7pp |
| Employer contribution / active EE | $7,532 | $4,010+87.8% | $6,166+22.2% | $2,506+200.6% |
| Participant deferral / active EE | $11,861 | $6,690+77.3% | $8,363+41.8% | $4,310+175.2% |
| Admin fee / account holder | $219 | $153+43.3% | $11,616-98.1% | $188+16.7% |