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 | $5,675 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,239 | $58,290+97.7% | $98,442+17.1% | $86,799+32.8% |
| Participation rate | 99.4% | 68.3%+31.1pp | 73.3%+26.1pp | 72.3%+27.2pp |
| Annual return | 20.70% | 43.48%-22.8pp | 1492.73%-1472.0pp | 97.91%-77.2pp |
| Employer contribution / active EE | $6,475 | $2,008+222.5% | $2,960+118.8% | $2,405+169.2% |
| Participant deferral / active EE | $7,552 | $3,152+139.6% | $4,276+76.6% | $4,131+82.8% |
| Admin fee / account holder | $9 | $138-93.7% | $5,949-99.9% | $170-94.9% |