Filed October 18, 2004 (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 | $69,533 |
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 | $74,483 | $111,608-33.3% | $177,821-58.1% | $73,409+1.5% |
| Participation rate | 98.3% | 87.9%+10.5pp | 87.7%+10.6pp | 72.2%+26.2pp |
| Annual return | 17.05% | 18.23%-1.2pp | 48.32%-31.3pp | 59.29%-42.2pp |
| Employer contribution / active EE | $2,712 | $3,796-28.6% | $5,918-54.2% | $2,234+21.4% |
| Participant deferral / active EE | $5,636 | $6,199-9.1% | $7,714-26.9% | $3,805+48.1% |
| Admin fee / account holder | $197 | $166+19.2% | $12,427-98.4% | $158+25.0% |