Filed May 21, 2012 (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 | $259,342 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,519 | $2,679,533-96.4% | $164,813-42.0% | $199,593-52.1% |
| Participation rate | 91.0% | 78.3%+12.7pp | 78.6%+12.4pp | 72.0%+19.1pp |
| Annual return | 13.72% | 17.93%-4.2pp | 69.93%-56.2pp | 34.25%-20.5pp |
| Employer contribution / active EE | $3,900 | $2,970+31.3% | $4,341-10.2% | $3,034+28.5% |
| Participant deferral / active EE | $5,690 | $5,010+13.6% | $6,031-5.7% | $5,087+11.9% |
| Admin fee / account holder | $76 | $1,982-96.2% | $12,690-99.4% | $269-71.7% |