Filed December 28, 1
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 | -$41,240 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 6 reportable transactions. $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.
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 | $219,287 | $65,820+233.2% | $108,745+101.7% | $57,658+280.3% |
| Participation rate | 98.0% | 72.7%+25.3pp | 77.7%+20.4pp | 70.2%+27.8pp |
| Annual return | 8.16% | 21.32%-13.2pp | 46.22%-38.1pp | 5.13%+3.0pp |
| Employer contribution / active EE | $6,304 | $2,285+175.9% | $3,323+89.7% | $1,974+219.4% |
| Participant deferral / active EE | $8,642 | $3,578+141.6% | $5,121+68.7% | $3,061+182.4% |
| Admin fee / account holder | -$33 | $91-136.7% | $6,144-100.5% | $95-135.4% |