Filed August 31, 2010
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 | $42,574 |
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 | $152,117 | $65,435+132.5% | $86,677+75.5% | $66,914+127.3% |
| Participation rate | 94.9% | 75.5%+19.4pp | 76.6%+18.3pp | 69.8%+25.1pp |
| Annual return | -16.92% | -10.89%-6.0pp | 35.91%-52.8pp | 1.58%-18.5pp |
| Employer contribution / active EE | $6,973 | $2,153+223.8% | $2,836+145.8% | $2,544+174.1% |
| Participant deferral / active EE | $12,032 | $4,100+193.4% | $4,656+158.4% | $4,237+184.0% |
| Admin fee / account holder | $122 | $642-81.0% | $7,493-98.4% | $593-79.4% |