Filed December 12, 2013 (most recent of 3 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 | $5,788 |
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 | $78,153 | $55,182+41.6% | $73,307+6.6% | $55,191+41.6% |
| Participation rate | 96.0% | 73.9%+22.1pp | 74.9%+21.1pp | 69.2%+26.8pp |
| Annual return | 2.11% | 8.55%-6.4pp | 5.67%-3.6pp | 10.78%-8.7pp |
| Employer contribution / active EE | $5,371 | $1,935+177.6% | $3,237+65.9% | $1,899+182.8% |
| Participant deferral / active EE | $5,572 | $4,641+20.1% | $4,991+11.6% | $3,046+82.9% |
| Admin fee / account holder | $9 | $68-86.4% | $5,637-99.8% | $91-89.7% |