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 | -$30,023 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $307,886 | $118,971+158.8% | $112,977+172.5% | $73,488+319.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.6%+17.4pp | 70.7%+29.3pp |
| Annual return | 18.85% | 17.79%+1.1pp | 24.24%-5.4pp | 28.51%-9.7pp |
| Employer contribution / active EE | $5,925 | $4,091+44.8% | $4,255+39.2% | $2,270+161.0% |
| Participant deferral / active EE | $11,885 | $6,133+93.8% | $5,836+103.7% | $3,740+217.8% |
| Admin fee / account holder | -$146 | $573-125.5% | $6,294-102.3% | $513-128.5% |