Filed May 10, 2004
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 | -$19,049 |
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 | $183,774 | $71,802+155.9% | $133,980+37.2% | $57,658+218.7% |
| Participation rate | 95.7% | 85.5%+10.3pp | 87.1%+8.7pp | 70.2%+25.5pp |
| Annual return | 8.94% | 13.51%-4.6pp | 29.30%-20.4pp | 5.13%+3.8pp |
| Employer contribution / active EE | $13,505 | $3,161+327.2% | $5,211+159.1% | $1,974+584.2% |
| Participant deferral / active EE | $11,478 | $4,606+149.2% | $6,282+82.7% | $3,061+275.0% |
| Admin fee / account holder | -$18 | $88-120.7% | $9,324-100.2% | $95-119.2% |