Filed March 10, 2009 (most recent of 3 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 | $48,773 |
Service code 16 800 NORTH GLEBE RD · ARLINGTON, VA 22203 | Consulting | $5,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,429 | $76,173-71.9% | $81,382-73.7% | $199,593-89.3% |
| Participation rate | 82.2% | 76.3%+5.9pp | 69.5%+12.7pp | 72.0%+10.2pp |
| Annual return | 19.03% | 15.59%+3.4pp | 24.73%-5.7pp | 34.25%-15.2pp |
| Employer contribution / active EE | $1,741 | $2,792-37.6% | $2,463-29.3% | $3,034-42.6% |
| Participant deferral / active EE | $3,191 | $4,201-24.1% | $3,883-17.8% | $5,087-37.3% |
| Admin fee / account holder | $56 | $146-62.0% | $5,768-99.0% | $269-79.3% |