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 | $108,261 |
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 | $77,115 | $85,135-9.4% | $98,907-22.0% | $73,409+5.0% |
| Participation rate | 99.7% | 81.1%+18.6pp | 76.0%+23.7pp | 72.2%+27.5pp |
| Annual return | 15.45% | 19.14%-3.7pp | 196.43%-181.0pp | 59.29%-43.8pp |
| Employer contribution / active EE | $4,262 | $2,721+56.6% | $2,689+58.5% | $2,234+90.8% |
| Participant deferral / active EE | $6,689 | $4,349+53.8% | $4,244+57.6% | $3,805+75.8% |
| Admin fee / account holder | $85 | $139-39.2% | $6,642-98.7% | $158-46.3% |