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 | -$26,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $213,898 | $81,537+162.3% | $149,718+42.9% | $69,631+207.2% |
| Participation rate | 94.4% | 86.1%+8.3pp | 87.1%+7.3pp | 70.7%+23.7pp |
| Annual return | 18.79% | 22.79%-4.0pp | 1501.63%-1482.8pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $13,698 | $3,239+322.9% | $5,445+151.6% | $2,032+574.1% |
| Participant deferral / active EE | $11,778 | $4,994+135.8% | $6,569+79.3% | $3,224+265.4% |
| Admin fee / account holder | -$24 | $107-122.9% | $11,283-100.2% | $110-122.1% |