Filed February 25, 2011
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 | $1,488 |
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 | $14,118 | $47,977-70.6% | $154,107-90.8% | $56,287-74.9% |
| Participation rate | 72.6% | 66.2%+6.4pp | 83.0%-10.4pp | 69.9%+2.7pp |
| Annual return | -5.06% | 3.54%-8.6pp | 735.12%-740.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,079 | $2,169-50.2% | $5,298-79.6% | $2,111-48.9% |
| Participant deferral / active EE | $2,392 | $2,3920% | $5,081-52.9% | $3,350-28.6% |
| Admin fee / account holder | $12 | $438-97.2% | $13,411-99.9% | $521-97.6% |