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 | $109,651 |
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 | $152,815 | $134,045+14.0% | $80,019+91.0% | $75,289+103.0% |
| Participation rate | 95.2% | 85.8%+9.4pp | 75.8%+19.4pp | 72.4%+22.8pp |
| Annual return | -1.57% | -0.56%-1.0pp | 11.22%-12.8pp | -0.04%-1.5pp |
| Employer contribution / active EE | $4,841 | $3,492+38.6% | $2,468+96.2% | $2,405+101.3% |
| Participant deferral / active EE | $7,332 | $4,976+47.3% | $3,686+98.9% | $3,739+96.1% |
| Admin fee / account holder | $32 | $124-74.4% | $6,521-99.5% | $102-69.0% |