Filed April 26, 2006 (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 | $8,195 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,553 | $37,884+12.3% | $79,464-46.5% | $75,289-43.5% |
| Participation rate | 79.6% | 65.0%+14.6pp | 73.3%+6.3pp | 72.4%+7.2pp |
| Annual return | -5.69% | 1.06%-6.8pp | 718.14%-723.8pp | -0.04%-5.6pp |
| Employer contribution / active EE | $1,126 | $1,680-33.0% | $2,800-59.8% | $2,405-53.2% |
| Participant deferral / active EE | $2,998 | $2,569+16.7% | $3,704-19.1% | $3,739-19.8% |
| Admin fee / account holder | $4 | $77-95.3% | $5,113-99.9% | $102-96.5% |