Filed April 23, 2008 (most recent of 5 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 | $45,961 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,597 | $95,918-3.5% | $151,611-38.9% | $77,904+18.9% |
| Participation rate | 99.8% | 88.7%+11.1pp | 87.5%+12.3pp | 73.7%+26.1pp |
| Annual return | -17.97% | -5.50%-12.5pp | 3.33%-21.3pp | 12.21%-30.2pp |
| Employer contribution / active EE | $7,018 | $4,330+62.1% | $6,166+13.8% | $2,848+146.4% |
| Participant deferral / active EE | $6,660 | $7,508-11.3% | $8,363-20.4% | $4,806+38.6% |
| Admin fee / account holder | $35 | $93-62.4% | $11,616-99.7% | $133-73.6% |