Filed April 2, 2014 (most recent of 9 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 | -$8,388 |
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 | $63,219 | $79,523-20.5% | $140,016-54.8% | $56,287+12.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -1.02% | 2.39%-3.4pp | 651.12%-652.1pp | -9.96%+8.9pp |
| Employer contribution / active EE | $3,864 | $3,350+15.3% | $5,606-31.1% | $2,111+83.1% |
| Participant deferral / active EE | $5,474 | $5,129+6.7% | $6,927-21.0% | $3,350+63.4% |
| Admin fee / account holder | -$36 | $614-105.9% | $10,705-100.3% | $521-106.9% |