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 | $24,227 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,691 | $74,347-21.1% | $93,606-37.3% | $67,579-13.2% |
| Participation rate | 88.1% | 80.6%+7.4pp | 75.8%+12.2pp | 71.3%+16.8pp |
| Annual return | 16.27% | 28.07%-11.8pp | 32.76%-16.5pp | 378.56%-362.3pp |
| Employer contribution / active EE | $2,315 | $2,583-10.4% | $2,718-14.8% | $2,148+7.8% |
| Participant deferral / active EE | $3,015 | $4,060-25.7% | $4,069-25.9% | $3,539-14.8% |
| Admin fee / account holder | $55 | $123-54.8% | $7,888-99.3% | $142-61.0% |