Filed December 1, 2006
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 | $52,871 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,061 | $57,570+6.1% | $121,098-49.6% | $80,160-23.8% |
| Participation rate | 80.2% | 58.8%+21.4pp | 69.5%+10.7pp | 72.9%+7.2pp |
| Annual return | 23.47% | 20.42%+3.0pp | 985.75%-962.3pp | 40.38%-16.9pp |
| Employer contribution / active EE | $1,873 | $2,119-11.6% | $4,164-55.0% | $2,978-37.1% |
| Participant deferral / active EE | $3,815 | $3,092+23.4% | $4,080-6.5% | $5,017-24.0% |
| Admin fee / account holder | $29 | $121-76.1% | $5,644-99.5% | $145-80.0% |