Filed March 6, 2008 (most recent of 6 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 | $10,288 |
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 | $70,841 | $80,005-11.5% | $140,016-49.4% | $55,725+27.1% |
| Participation rate | 98.8% | 87.0%+11.8pp | 87.5%+11.3pp | 70.9%+27.9pp |
| Annual return | -1.33% | 0.46%-1.8pp | 651.12%-652.4pp | 244.93%-246.3pp |
| Employer contribution / active EE | $4,115 | $3,403+20.9% | $5,606-26.6% | $2,078+98.0% |
| Participant deferral / active EE | $5,064 | $5,264-3.8% | $6,927-26.9% | $3,356+50.9% |
| Admin fee / account holder | $9 | $116-92.5% | $10,705-99.9% | $115-92.4% |