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 | -$53,173 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,551 | $89,904+286.6% | $453,369-23.3% | $86,799+300.4% |
| Participation rate | 99.3% | 75.7%+23.6pp | 78.0%+21.3pp | 72.3%+27.0pp |
| Annual return | 14.68% | 19.72%-5.0pp | 64.40%-49.7pp | 97.91%-83.2pp |
| Employer contribution / active EE | $10,779 | $3,279+228.7% | $4,070+164.8% | $2,405+348.1% |
| Participant deferral / active EE | $12,151 | $5,114+137.6% | $6,209+95.7% | $4,131+194.1% |
| Admin fee / account holder | $9 | $156-94.1% | $11,209-99.9% | $170-94.6% |