Filed May 17, 2002 (most recent of 2 filings on file)
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 | $8,231 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,000 | $72,770-24.4% | $67,652-18.7% | $55,191-0.3% |
| Participation rate | 95.7% | 78.8%+17.0pp | 75.7%+20.1pp | 69.2%+26.6pp |
| Annual return | 0.51% | -3.26%+3.8pp | 6625.04%-6624.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $1,674 | $1,769-5.4% | $2,266-26.1% | $1,899-11.9% |
| Participant deferral / active EE | $2,449 | $3,408-28.2% | $3,560-31.2% | $3,046-19.6% |
| Admin fee / account holder | $26 | $79-66.4% | $4,821-99.5% | $91-70.8% |