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 8-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 | $53,611 |
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 | $55,603 | $81,321-31.6% | $68,509-18.8% | $59,188-6.1% |
| Participation rate | 86.8% | 83.8%+2.9pp | 74.7%+12.0pp | 69.4%+17.4pp |
| Annual return | 1.50% | 4.65%-3.1pp | 8.27%-6.8pp | 5.51%-4.0pp |
| Employer contribution / active EE | $2,296 | $3,297-30.4% | $2,278+0.8% | $2,098+9.4% |
| Participant deferral / active EE | $3,479 | $4,592-24.2% | $3,382+2.9% | $3,265+6.6% |
| Admin fee / account holder | $26 | $62-57.6% | $5,275-99.5% | $92-71.6% |