Filed September 6, 2008
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 | $3,500 |
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 | $90,617 | $46,100+96.6% | $86,590+4.7% | $69,631+30.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 73.5%+26.5pp | 70.7%+29.3pp |
| Annual return | 20.47% | 21.02%-0.6pp | 964.84%-944.4pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $6,246 | $1,850+237.7% | $2,839+120.0% | $2,032+207.4% |
| Participant deferral / active EE | $6,702 | $2,432+175.6% | $3,609+85.7% | $3,224+107.9% |
| Admin fee / account holder | $7 | $94-92.1% | $4,906-99.8% | $110-93.3% |