Filed January 11, 2013
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 | $34,329 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,529 | $79,184+110.3% | $102,438+62.6% | $74,546+123.4% |
| Participation rate | 93.7% | 74.8%+18.9pp | 76.5%+17.2pp | 67.2%+26.4pp |
| Annual return | 13.92% | 54.95%-41.0pp | 29.37%-15.4pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $3,148 | $2,362+33.3% | $3,024+4.1% | $2,624+20.0% |
| Participant deferral / active EE | $7,552 | $4,414+71.1% | $5,054+49.4% | $4,347+73.7% |
| Admin fee / account holder | $151 | $2,001-92.4% | $9,448-98.4% | $1,944-92.2% |