Filed March 27, 2007
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 | $4,322 |
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 | $159,406 | $69,362+129.8% | $101,248+57.4% | $73,488+116.9% |
| Participation rate | 98.1% | 68.4%+29.7pp | 75.8%+22.3pp | 70.7%+27.5pp |
| Annual return | 13.45% | 18.46%-5.0pp | 46.47%-33.0pp | 28.51%-15.1pp |
| Employer contribution / active EE | $3,022 | $2,628+15.0% | $3,660-17.4% | $2,270+33.1% |
| Participant deferral / active EE | $7,760 | $3,300+135.2% | $4,370+77.6% | $3,740+107.5% |
| Admin fee / account holder | $18 | $704-97.5% | $5,945-99.7% | $513-96.5% |