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 3-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 | $33,829 |
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 | $226,606 | $104,697+116.4% | $96,544+134.7% | $80,160+182.7% |
| Participation rate | 96.9% | 86.4%+10.5pp | 76.0%+20.9pp | 72.9%+23.9pp |
| Annual return | 18.83% | 21.78%-3.0pp | 25.84%-7.0pp | 40.38%-21.6pp |
| Employer contribution / active EE | $10,760 | $3,536+204.3% | $2,965+262.9% | $2,978+261.3% |
| Participant deferral / active EE | $19,987 | $6,188+223.0% | $4,851+312.0% | $5,017+298.4% |
| Admin fee / account holder | $12 | $107-88.9% | $8,252-99.9% | $145-91.8% |