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 | -$103,943 |
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 | $232,103 | $88,515+162.2% | $162,163+43.1% | $67,579+243.5% |
| Participation rate | 94.6% | 86.8%+7.8pp | 87.6%+7.1pp | 71.3%+23.4pp |
| Annual return | 25.38% | 27.04%-1.7pp | 115.59%-90.2pp | 378.56%-353.2pp |
| Employer contribution / active EE | $13,484 | $3,563+278.4% | $5,614+140.2% | $2,148+527.8% |
| Participant deferral / active EE | $11,437 | $5,724+99.8% | $7,298+56.7% | $3,539+223.1% |
| Admin fee / account holder | -$86 | $124-169.9% | $10,843-100.8% | $142-160.7% |