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 | $25,494 |
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 | $99,667 | $79,171+25.9% | $102,423-2.7% | $74,495+33.8% |
| Participation rate | 96.2% | 74.8%+21.4pp | 76.5%+19.8pp | 67.2%+29.0pp |
| Annual return | 16.41% | 54.93%-38.5pp | 29.32%-12.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $3,643 | $2,362+54.2% | $3,023+20.5% | $2,623+38.9% |
| Participant deferral / active EE | $10,005 | $4,415+126.6% | $5,053+98.0% | $4,346+130.2% |
| Admin fee / account holder | $147 | $2,001-92.7% | $9,451-98.4% | $1,942-92.5% |