Filed February 22, 2013
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 | $1,163 |
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 | $104,955 | $64,909+61.7% | $82,313+27.5% | $62,292+68.5% |
| Participation rate | 94.0% | 74.9%+19.1pp | 76.9%+17.1pp | 69.5%+24.5pp |
| Annual return | 25.88% | 21.18%+4.7pp | 25.88%0pp | 28.90%-3.0pp |
| Employer contribution / active EE | $7,142 | $1,676+326.1% | $2,428+194.1% | $2,042+249.7% |
| Participant deferral / active EE | $13,460 | $3,103+333.7% | $3,706+263.2% | $3,169+324.7% |
| Admin fee / account holder | $27 | $440-93.8% | $5,608-99.5% | $479-94.3% |