Filed August 30, 2012
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 | $40,301 |
Filed as: RBSM, LLP Service code 10 · EIN 54-1821403 | Accounting | $7,500 |
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 | $30,617 | $74,024-58.6% | $77,999-60.7% | $57,658-46.9% |
| Participation rate | 76.5% | 79.7%-3.3pp | 75.5%+0.9pp | 70.2%+6.2pp |
| Annual return | 7.00% | 12.14%-5.1pp | 425.96%-419.0pp | 5.13%+1.9pp |
| Employer contribution / active EE | $594 | $2,365-74.9% | $2,470-75.9% | $1,974-69.9% |
| Participant deferral / active EE | $1,757 | $3,533-50.3% | $3,497-49.7% | $3,061-42.6% |
| Admin fee / account holder | $73 | $93-21.6% | $5,480-98.7% | $95-22.7% |