Filed October 18, 2004 (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 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 | $56,806 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,458 | $66,750-3.4% | $105,722-39.0% | $57,658+11.8% |
| Participation rate | 87.9% | 79.2%+8.7pp | 78.9%+8.9pp | 70.2%+17.6pp |
| Annual return | 7.33% | 10.99%-3.7pp | 12.25%-4.9pp | 5.13%+2.2pp |
| Employer contribution / active EE | $2,751 | $3,766-27.0% | $4,079-32.6% | $1,974+39.4% |
| Participant deferral / active EE | $4,374 | $4,933-11.3% | $5,326-17.9% | $3,061+42.9% |
| Admin fee / account holder | $52 | $88-40.3% | $8,308-99.4% | $95-44.5% |