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 | $14,033 |
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 | $81,864 | $65,557+24.9% | $105,738-22.6% | $56,287+45.4% |
| Participation rate | 94.1% | 63.4%+30.7pp | 76.3%+17.8pp | 69.9%+24.3pp |
| Annual return | -5.81% | -1.32%-4.5pp | 6.27%-12.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $7,808 | $1,788+336.6% | $3,268+138.9% | $2,111+269.9% |
| Participant deferral / active EE | $2,549 | $2,418+5.4% | $4,080-37.5% | $3,350-23.9% |
| Admin fee / account holder | $40 | $561-92.8% | $6,913-99.4% | $521-92.3% |