Filed February 27, 2009
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 | $93,301 |
Filed as: CONSULT, SUPPLIES & PRINTING Service code 16 · EIN 81-4596334 | Consulting | $34,000 |
PJ'S CONSULTING FIRM6 years Service code 16 · EIN 81-1764844 | Consulting | $21,745 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,476 | $144,996+60.3% | $111,297+108.9% | $93,030+149.9% |
| Participation rate | 92.4% | 86.2%+6.3pp | 77.3%+15.1pp | 73.9%+18.5pp |
| Annual return | 42.88% | 18.26%+24.6pp | 54.65%-11.8pp | 158.70%-115.8pp |
| Employer contribution / active EE | $5,826 | $3,056+90.7% | $2,731+113.3% | $2,706+115.3% |
| Participant deferral / active EE | $14,444 | $5,587+158.5% | $4,487+221.9% | $4,562+216.6% |
| Admin fee / account holder | $59 | $103-42.9% | $7,964-99.3% | $152-61.0% |