Filed November 22, 2010
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 | $5,740 |
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 | $75,562 | $104,475-27.7% | $159,436-52.6% | $79,386-4.8% |
| Participation rate | 70.9% | 76.6%-5.7pp | 82.8%-11.9pp | 70.7%+0.2pp |
| Annual return | 21.82% | 67.95%-46.1pp | 263.57%-241.8pp | 116.85%-95.0pp |
| Employer contribution / active EE | $1,885 | $3,417-44.8% | $4,829-61.0% | $2,427-22.3% |
| Participant deferral / active EE | $11,266 | $6,467+74.2% | $7,352+53.2% | $4,046+178.5% |
| Admin fee / account holder | $54 | $711-92.5% | $10,799-99.5% | $626-91.5% |