Filed March 23, 2007 (most recent of 4 filings on file)
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 | $68,061 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,722 | $124,732+33.7% | $180,183-7.5% | $85,563+94.9% |
| Participation rate | 79.0% | 83.2%-4.2pp | 77.4%+1.6pp | 66.0%+13.1pp |
| Annual return | 13.28% | 17.73%-4.4pp | 27.86%-14.6pp | 31.51%-18.2pp |
| Employer contribution / active EE | $2,854 | $5,370-46.9% | $5,039-43.4% | $2,654+7.5% |
| Participant deferral / active EE | $5,553 | $7,763-28.5% | $6,822-18.6% | $4,375+26.9% |
| Admin fee / account holder | $76 | $294-74.2% | $19,975-99.6% | $834-90.9% |