Filed June 11, 1992
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 | $2,774 |
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 | $113,266 | $58,083+95.0% | $80,019+41.5% | $56,287+101.2% |
| Participation rate | 73.4% | 73.6%-0.2pp | 75.8%-2.4pp | 69.9%+3.6pp |
| Annual return | -2.50% | 34.61%-37.1pp | 11.22%-13.7pp | -9.96%+7.5pp |
| Employer contribution / active EE | $2,434 | $1,932+26.0% | $2,468-1.4% | $2,111+15.3% |
| Participant deferral / active EE | $4,238 | $3,135+35.2% | $3,686+15.0% | $3,350+26.5% |
| Admin fee / account holder | $21 | $623-96.6% | $6,521-99.7% | $521-96.0% |