Filed February 2, 2009
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 | $2,500 |
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 | $135,535 | $60,165+125.3% | $74,183+82.7% | $55,167+145.7% |
| Participation rate | 93.9% | 74.2%+19.8pp | 76.6%+17.3pp | 69.0%+24.9pp |
| Annual return | 6.25% | 10.00%-3.7pp | 17.74%-11.5pp | 169.23%-163.0pp |
| Employer contribution / active EE | $981 | $1,600-38.7% | $2,370-58.6% | $1,963-50.0% |
| Participant deferral / active EE | $6,638 | $2,973+123.3% | $3,550+87.0% | $3,054+117.3% |
| Admin fee / account holder | $13 | $419-96.8% | $5,586-99.8% | $504-97.4% |