Filed April 11, 2002
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 | -$2,696 |
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 | $94,855 | $172,932-45.1% | $119,258-20.5% | $86,799+9.3% |
| Participation rate | 98.3% | 89.4%+8.9pp | 82.7%+15.6pp | 72.3%+26.0pp |
| Annual return | 19.46% | 20.96%-1.5pp | 30.69%-11.2pp | 97.91%-78.4pp |
| Employer contribution / active EE | $5,389 | $5,487-1.8% | $4,384+22.9% | $2,405+124.0% |
| Participant deferral / active EE | $7,346 | $8,466-13.2% | $6,111+20.2% | $4,131+77.8% |
| Admin fee / account holder | -$4 | $150-102.4% | $7,226-100.0% | $170-102.1% |