Filed May 3, 1999 (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 8-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 | $3,913 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,545 | $65,409+168.4% | $98,442+78.3% | $85,850+104.5% |
| Participation rate | 90.9% | 65.0%+25.9pp | 73.3%+17.6pp | 69.3%+21.6pp |
| Annual return | 15.42% | 21.76%-6.3pp | 1492.73%-1477.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $14,895 | $2,168+587.2% | $2,960+403.3% | $2,565+480.7% |
| Participant deferral / active EE | $12,447 | $3,166+293.1% | $4,276+191.1% | $3,952+215.0% |
| Admin fee / account holder | $40 | $4,593-99.1% | $5,949-99.3% | $6,260-99.4% |