Filed July 7, 2000
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 | $53,690 |
TRUENORTH, INC.2+ years Filed as: TRUENORTH INC Service code 27 · EIN 48-1233289 | Advisory (Plan) | $35,000 |
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 | $60,506 | $57,921+4.5% | $84,750-28.6% | $57,658+4.9% |
| Participation rate | 82.8% | 72.9%+9.9pp | 76.6%+6.2pp | 70.2%+12.6pp |
| Annual return | 7.46% | 10.24%-2.8pp | 22.78%-15.3pp | 5.13%+2.3pp |
| Employer contribution / active EE | $3,223 | $2,598+24.1% | $3,574-9.8% | $1,974+63.3% |
| Participant deferral / active EE | $4,249 | $2,742+54.9% | $3,712+14.5% | $3,061+38.8% |
| Admin fee / account holder | $187 | $130+44.3% | $5,332-96.5% | $95+97.9% |