Filed May 5, 2005
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 | $1,563 |
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 | $78,700 | $58,083+35.5% | $80,019-1.6% | $56,287+39.8% |
| Participation rate | 90.7% | 73.6%+17.1pp | 75.8%+14.8pp | 69.9%+20.8pp |
| Annual return | -4.07% | 34.61%-38.7pp | 11.22%-15.3pp | -9.96%+5.9pp |
| Employer contribution / active EE | $611 | $1,932-68.4% | $2,468-75.3% | $2,111-71.1% |
| Participant deferral / active EE | $4,780 | $3,135+52.5% | $3,686+29.7% | $3,350+42.7% |
| Admin fee / account holder | $10 | $623-98.4% | $6,521-99.8% | $521-98.1% |