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 | $8,670 |
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 | $118,070 | $52,208+126.2% | $86,612+36.3% | $74,419+58.7% |
| Participation rate | 93.5% | 66.3%+27.2pp | 71.7%+21.8pp | 70.7%+22.8pp |
| Annual return | 26.11% | 44.46%-18.4pp | 591.07%-565.0pp | 34.38%-8.3pp |
| Employer contribution / active EE | $6,804 | $2,282+198.1% | $3,022+125.1% | $2,637+158.0% |
| Participant deferral / active EE | $7,637 | $3,383+125.7% | $4,438+72.1% | $4,528+68.7% |
| Admin fee / account holder | $12 | $319-96.2% | $5,614-99.8% | $348-96.6% |