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 | -$24,616 |
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 | $202,283 | $92,897+117.8% | $90,782+122.8% | $56,287+259.4% |
| Participation rate | 97.4% | 80.7%+16.7pp | 82.7%+14.7pp | 69.9%+27.5pp |
| Annual return | -6.50% | -2.59%-3.9pp | -3.42%-3.1pp | -9.96%+3.5pp |
| Employer contribution / active EE | $5,276 | $3,871+36.3% | $4,105+28.5% | $2,111+149.9% |
| Participant deferral / active EE | $10,991 | $5,551+98.0% | $5,366+104.8% | $3,350+228.1% |
| Admin fee / account holder | -$137 | $440-131.0% | $5,908-102.3% | $521-126.3% |