Filed November 14, 2008 (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 | $3,569 |
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 | $123,440 | $69,305+78.1% | $82,313+50.0% | $69,631+77.3% |
| Participation rate | 97.9% | 80.3%+17.6pp | 76.9%+21.0pp | 70.7%+27.2pp |
| Annual return | 19.39% | 21.47%-2.1pp | 25.88%-6.5pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $1,006 | $1,887-46.7% | $2,428-58.6% | $2,032-50.5% |
| Participant deferral / active EE | $3,734 | $3,568+4.6% | $3,706+0.8% | $3,224+15.8% |
| Admin fee / account holder | $7 | $97-92.6% | $5,608-99.9% | $110-93.5% |