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 | $4,475 |
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 | $87,014 | $54,237+60.4% | $90,281-3.6% | $67,579+28.8% |
| Participation rate | 97.9% | 68.6%+29.3pp | 73.3%+24.7pp | 71.3%+26.7pp |
| Annual return | 25.86% | 37.27%-11.4pp | 78.10%-52.2pp | 378.56%-352.7pp |
| Employer contribution / active EE | $6,660 | $1,846+260.8% | $2,854+133.3% | $2,148+210.1% |
| Participant deferral / active EE | $7,262 | $2,625+176.6% | $3,885+86.9% | $3,539+105.2% |
| Admin fee / account holder | $8 | $123-93.7% | $5,351-99.9% | $142-94.5% |