Filed October 24, 2006
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 | $10,250 |
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 | $52,255 | $65,118-19.8% | $76,768-31.9% | $55,725-6.2% |
| Participation rate | 87.4% | 79.6%+7.8pp | 77.0%+10.4pp | 70.9%+16.5pp |
| Annual return | -4.58% | -1.27%-3.3pp | 2.43%-7.0pp | 244.93%-249.5pp |
| Employer contribution / active EE | $1,889 | $1,941-2.7% | $2,485-24.0% | $2,078-9.1% |
| Participant deferral / active EE | $3,732 | $3,688+1.2% | $3,852-3.1% | $3,356+11.2% |
| Admin fee / account holder | $16 | $116-86.2% | $6,675-99.8% | $115-86.1% |