Filed September 23, 1996
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 | $431,564 |
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 | $167,196 | $117,739+42.0% | $116,228+43.9% | $117,739+42.0% |
| Participation rate | 96.8% | 76.6%+20.2pp | 74.6%+22.3pp | 76.6%+20.2pp |
| Annual return | 15.61% | 17.29%-1.7pp | 90.06%-74.4pp | 17.29%-1.7pp |
| Employer contribution / active EE | $4,436 | $3,746+18.4% | $2,994+48.1% | $3,746+18.4% |
| Participant deferral / active EE | $7,740 | $6,128+26.3% | $4,953+56.3% | $6,128+26.3% |
| Admin fee / account holder | $64 | $112-43.2% | $11,989-99.5% | $112-43.2% |