Filed June 5, 2008 (most recent of 2 filings on file)
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 4-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 | $20,471 |
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 | $53,280 | $74,347-28.3% | $93,606-43.1% | $67,579-21.2% |
| Participation rate | 98.4% | 80.6%+17.8pp | 75.8%+22.6pp | 71.3%+27.2pp |
| Annual return | 0.00% | 28.07%-28.1pp | 32.76%-32.8pp | 378.56%-378.6pp |
| Employer contribution / active EE | $9,593 | $2,583+271.4% | $2,718+253.0% | $2,148+346.7% |
| Participant deferral / active EE | $8,729 | $4,060+115.0% | $4,069+114.6% | $3,539+146.6% |
| Admin fee / account holder | $33 | $123-73.4% | $7,888-99.6% | $142-77.1% |