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 | $5,625 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,565 | $47,722+94.0% | $82,719+11.9% | $64,808+42.8% |
| Participation rate | 98.8% | 67.6%+31.2pp | 72.6%+26.3pp | 71.5%+27.4pp |
| Annual return | -18.88% | -13.05%-5.8pp | 701.18%-720.1pp | 32.82%-51.7pp |
| Employer contribution / active EE | $7,225 | $2,179+231.5% | $3,009+140.1% | $2,506+188.3% |
| Participant deferral / active EE | $8,017 | $3,329+140.8% | $4,395+82.4% | $4,310+86.0% |
| Admin fee / account holder | $8 | $143-94.5% | $5,329-99.9% | $188-95.8% |