Filed August 21, 2006
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 |
|---|---|---|
FIIOC3+ years Service code 37 · EIN 04-2647786 | Loan Processing | $679,761 |
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 | $106,885 | $80,976+32.0% | $115,752-7.7% | $80,976+32.0% |
| Participation rate | 88.5% | 68.3%+20.3pp | 77.8%+10.8pp | 68.3%+20.3pp |
| Annual return | 18.62% | 22.91%-4.3pp | 19.41%-0.8pp | 22.91%-4.3pp |
| Employer contribution / active EE | $2,073 | $2,402-13.7% | $3,492-40.6% | $2,402-13.7% |
| Participant deferral / active EE | $6,738 | $3,848+75.1% | $5,204+29.5% | $3,848+75.1% |
| Admin fee / account holder | $47 | $67-30.9% | $6,278-99.3% | $67-30.9% |