Filed April 4, 2008
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 | $2,120 |
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,110 | $42,396+206.9% | $67,313+93.3% | $56,287+131.2% |
| Participation rate | 91.4% | 61.0%+30.4pp | 69.1%+22.3pp | 69.9%+21.5pp |
| Annual return | -3.28% | -36.63%+33.4pp | -4.08%+0.8pp | -9.96%+6.7pp |
| Employer contribution / active EE | $2,727 | $1,414+92.9% | $2,566+6.3% | $2,111+29.2% |
| Participant deferral / active EE | $4,686 | $2,360+98.6% | $3,568+31.3% | $3,350+39.9% |
| Admin fee / account holder | $14 | $510-97.3% | $4,507-99.7% | $521-97.4% |