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 | $4,350 |
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 | $90,754 | $43,999+106.3% | $79,464+14.2% | $55,725+62.9% |
| Participation rate | 97.3% | 66.9%+30.4pp | 73.3%+24.0pp | 70.9%+26.5pp |
| Annual return | -5.13% | 1.81%-6.9pp | 718.14%-723.3pp | 244.93%-250.1pp |
| Employer contribution / active EE | $6,167 | $1,830+237.1% | $2,800+120.2% | $2,078+196.8% |
| Participant deferral / active EE | $6,828 | $2,538+169.0% | $3,704+84.3% | $3,356+103.5% |
| Admin fee / account holder | $10 | $118-91.7% | $5,113-99.8% | $115-91.6% |