Filed September 30, 1999
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 | $99,518 |
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 | $70,660 | $74,347-5.0% | $93,606-24.5% | $67,579+4.6% |
| Participation rate | 99.5% | 80.6%+18.9pp | 75.8%+23.7pp | 71.3%+28.2pp |
| Annual return | 23.64% | 28.07%-4.4pp | 32.76%-9.1pp | 378.56%-354.9pp |
| Employer contribution / active EE | $4,121 | $2,583+59.5% | $2,718+51.6% | $2,148+91.9% |
| Participant deferral / active EE | $6,243 | $4,060+53.8% | $4,069+53.5% | $3,539+76.4% |
| Admin fee / account holder | $76 | $123-38.1% | $7,888-99.0% | $142-46.6% |