Filed November 26, 2007 (most recent of 2 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 4-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 | $1,075 |
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 | $62,660 | $65,322-4.1% | $70,449-11.1% | $73,488-14.7% |
| Participation rate | 94.2% | 77.0%+17.3pp | 75.1%+19.2pp | 70.7%+23.6pp |
| Annual return | 7.82% | 15.71%-7.9pp | 109.03%-101.2pp | 28.51%-20.7pp |
| Employer contribution / active EE | $1,403 | $2,460-43.0% | $2,737-48.7% | $2,270-38.2% |
| Participant deferral / active EE | $2,381 | $3,375-29.4% | $3,709-35.8% | $3,740-36.3% |
| Admin fee / account holder | $13 | $214-94.1% | $3,845-99.7% | $513-97.5% |