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 | $2,375 |
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 | $136,037 | $66,310+105.2% | $93,606+45.3% | $65,185+108.7% |
| Participation rate | 74.3% | 74.0%+0.3pp | 75.8%-1.6pp | 70.2%+4.1pp |
| Annual return | 24.25% | 42.58%-18.3pp | 32.76%-8.5pp | 29.38%-5.1pp |
| Employer contribution / active EE | $2,582 | $2,012+28.3% | $2,718-5.0% | $2,177+18.6% |
| Participant deferral / active EE | $4,656 | $3,342+39.3% | $4,069+14.4% | $3,514+32.5% |
| Admin fee / account holder | $18 | $6,897-99.7% | $7,888-99.8% | $847-97.9% |