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 | -$17,255 |
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 | $136,429 | $57,739+136.3% | $112,229+21.6% | $74,419+83.3% |
| Participation rate | 98.6% | 55.6%+43.0pp | 72.4%+26.2pp | 70.7%+27.9pp |
| Annual return | 18.89% | 19.52%-0.6pp | 30.20%-11.3pp | 34.38%-15.5pp |
| Employer contribution / active EE | $4,754 | $1,675+183.8% | $3,430+38.6% | $2,637+80.2% |
| Participant deferral / active EE | $6,196 | $2,891+114.3% | $4,798+29.1% | $4,528+36.8% |
| Admin fee / account holder | -$38 | $462-108.2% | $7,748-100.5% | $348-110.9% |