Filed June 23, 1999
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 | -$5,047 |
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 | $57,221 | $41,467+38.0% | $67,313-15.0% | $55,725+2.7% |
| Participation rate | 93.1% | 62.5%+30.6pp | 69.1%+24.0pp | 70.9%+22.2pp |
| Annual return | -5.45% | 0.82%-6.3pp | -4.08%-1.4pp | 244.93%-250.4pp |
| Employer contribution / active EE | $2,271 | $1,316+72.5% | $2,566-11.5% | $2,078+9.3% |
| Participant deferral / active EE | $4,131 | $2,399+72.2% | $3,568+15.8% | $3,356+23.1% |
| Admin fee / account holder | -$4 | $102-103.8% | $4,507-100.1% | $115-103.3% |