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 | -$17,798 |
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 | $74,550 | $130,655-42.9% | $93,789-20.5% | $64,808+15.0% |
| Participation rate | 98.4% | 84.9%+13.5pp | 81.0%+17.4pp | 71.5%+26.9pp |
| Annual return | -16.84% | -14.04%-2.8pp | -11.33%-5.5pp | 32.82%-49.7pp |
| Employer contribution / active EE | $5,545 | $5,594-0.9% | $4,323+28.3% | $2,506+121.3% |
| Participant deferral / active EE | $7,440 | $8,067-7.8% | $6,094+22.1% | $4,310+72.6% |
| Admin fee / account holder | -$22 | $140-116.0% | $7,195-100.3% | $188-111.9% |