Filed June 8, 2009 (most recent of 5 filings on file)
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 | $20,417 |
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 | $66,668 | $65,435+1.9% | $86,677-23.1% | $66,914-0.4% |
| Participation rate | 94.7% | 75.5%+19.3pp | 76.6%+18.2pp | 69.8%+24.9pp |
| Annual return | -16.47% | -10.89%-5.6pp | 35.91%-52.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $3,263 | $2,153+51.5% | $2,836+15.0% | $2,544+28.2% |
| Participant deferral / active EE | $8,808 | $4,100+114.8% | $4,656+89.2% | $4,237+107.9% |
| Admin fee / account holder | $130 | $642-79.7% | $7,493-98.3% | $593-78.1% |