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 | $4,200 |
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 | $110,026 | $52,670+108.9% | $90,404+21.7% | $73,409+49.9% |
| Participation rate | 99.6% | 67.7%+31.9pp | 72.7%+26.9pp | 72.2%+27.4pp |
| Annual return | 22.10% | 20.70%+1.4pp | 1293.02%-1270.9pp | 59.29%-37.2pp |
| Employer contribution / active EE | $7,101 | $1,872+279.4% | $3,262+117.7% | $2,234+217.9% |
| Participant deferral / active EE | $7,999 | $2,807+185.0% | $3,963+101.8% | $3,805+110.2% |
| Admin fee / account holder | $7 | $117-93.8% | $5,611-99.9% | $158-95.4% |