Filed September 22, 2010 (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 | $11,832 |
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 | $95,831 | $54,368+76.3% | $117,039-18.1% | $62,292+53.8% |
| Participation rate | 94.4% | 64.9%+29.4pp | 77.2%+17.2pp | 69.5%+24.9pp |
| Annual return | 19.01% | 21.77%-2.8pp | 18.95%+0.1pp | 28.90%-9.9pp |
| Employer contribution / active EE | $6,550 | $1,692+287.2% | $3,785+73.1% | $2,042+220.8% |
| Participant deferral / active EE | $2,247 | $2,269-0.9% | $3,929-42.8% | $3,169-29.1% |
| Admin fee / account holder | $39 | $493-92.1% | $5,974-99.3% | $479-91.8% |