Filed August 8, 2005 (most recent of 3 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 | $32,034 |
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 | $70,957 | $65,118+9.0% | $76,768-7.6% | $55,725+27.3% |
| Participation rate | 94.7% | 79.6%+15.1pp | 77.0%+17.7pp | 70.9%+23.8pp |
| Annual return | 7.79% | -1.27%+9.1pp | 2.43%+5.4pp | 244.93%-237.1pp |
| Employer contribution / active EE | $3,059 | $1,941+57.6% | $2,485+23.1% | $2,078+47.2% |
| Participant deferral / active EE | $7,919 | $3,688+114.7% | $3,852+105.6% | $3,356+136.0% |
| Admin fee / account holder | $59 | $116-49.2% | $6,675-99.1% | $115-48.8% |