Filed March 29, 1995 (most recent of 2 filings on file)
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 | $851 |
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 | $118,100 | $54,390+117.1% | $117,039+0.9% | $69,631+69.6% |
| Participation rate | 96.3% | 58.5%+37.8pp | 77.2%+19.1pp | 70.7%+25.6pp |
| Annual return | 18.96% | 18.33%+0.6pp | 18.95%0pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $4,745 | $1,357+249.8% | $3,785+25.4% | $2,032+133.5% |
| Participant deferral / active EE | $4,370 | $2,076+110.5% | $3,929+11.2% | $3,224+35.5% |
| Admin fee / account holder | $1 | $98-98.7% | $5,974-100.0% | $110-98.8% |