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 | $19,040 |
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 | $83,957 | $76,050+10.4% | $96,544-13.0% | $71,457+17.5% |
| Participation rate | 96.9% | 74.4%+22.5pp | 76.0%+21.0pp | 67.9%+29.0pp |
| Annual return | 25.89% | 22.81%+3.1pp | 25.84%+0.1pp | 28.85%-3.0pp |
| Employer contribution / active EE | $3,316 | $2,244+47.7% | $2,965+11.8% | $2,588+28.1% |
| Participant deferral / active EE | $8,916 | $4,215+111.5% | $4,851+83.8% | $4,289+107.9% |
| Admin fee / account holder | $111 | $2,707-95.9% | $8,252-98.7% | $1,587-93.0% |