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 | $2,413 |
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 | $152,805 | $64,909+135.4% | $82,313+85.6% | $62,292+145.3% |
| Participation rate | 96.6% | 74.9%+21.8pp | 76.9%+19.8pp | 69.5%+27.1pp |
| Annual return | 19.38% | 21.18%-1.8pp | 25.88%-6.5pp | 28.90%-9.5pp |
| Employer contribution / active EE | $944 | $1,676-43.6% | $2,428-61.1% | $2,042-53.8% |
| Participant deferral / active EE | $6,743 | $3,103+117.3% | $3,706+81.9% | $3,169+112.8% |
| Admin fee / account holder | $12 | $440-97.2% | $5,608-99.8% | $479-97.4% |