Filed December 2, 2011 (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 | $5,028 |
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 | $147,180 | $89,553+64.4% | $81,367+80.9% | $52,331+181.3% |
| Participation rate | 97.5% | 82.2%+15.2pp | 82.3%+15.2pp | 68.1%+29.4pp |
| Annual return | 3.02% | 4.41%-1.4pp | -0.92%+3.9pp | 4.54%-1.5pp |
| Employer contribution / active EE | $4,945 | $3,780+30.8% | $3,930+25.8% | $1,882+162.8% |
| Participant deferral / active EE | $8,644 | $5,359+61.3% | $5,383+60.6% | $3,022+186.0% |
| Admin fee / account holder | $27 | $1,914-98.6% | $8,926-99.7% | $592-95.4% |