Filed January 1, 2012
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 | $11,575 |
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 | $73,206 | $91,372-19.9% | $129,995-43.7% | $74,419-1.6% |
| Participation rate | 92.5% | 77.8%+14.7pp | 78.5%+14.0pp | 70.7%+21.8pp |
| Annual return | 24.53% | 23.21%+1.3pp | -137.18%+161.7pp | 34.38%-9.8pp |
| Employer contribution / active EE | $1,539 | $2,563-40.0% | $4,320-64.4% | $2,637-41.7% |
| Participant deferral / active EE | $5,446 | $4,721+15.4% | $5,820-6.4% | $4,528+20.3% |
| Admin fee / account holder | $49 | $283-82.7% | $10,614-99.5% | $348-85.9% |