Filed September 5, 1997
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 | -$197,233 |
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 | $90,165 | $124,049-27.3% | $95,952-6.0% | $93,223-3.3% |
| Participation rate | 99.6% | 88.4%+11.2pp | 77.1%+22.5pp | 74.9%+24.7pp |
| Annual return | 13.73% | 22.17%-8.4pp | 91.61%-77.9pp | 19.29%-5.6pp |
| Employer contribution / active EE | $3,990 | $3,478+14.7% | $2,541+57.0% | $2,680+48.9% |
| Participant deferral / active EE | $4,490 | $6,147-27.0% | $4,167+7.8% | $4,563-1.6% |
| Admin fee / account holder | -$28 | $73-138.2% | $6,795-100.4% | $79-135.1% |