Filed August 6, 2014 (most recent of 4 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 8-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 | $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 | $42,215 | $54,237-22.2% | $90,281-53.2% | $67,579-37.5% |
| Participation rate | 71.6% | 68.6%+3.0pp | 73.3%-1.7pp | 71.3%+0.3pp |
| Annual return | 46.69% | 37.27%+9.4pp | 78.10%-31.4pp | 378.56%-331.9pp |
| Employer contribution / active EE | $1,709 | $1,846-7.4% | $2,854-40.1% | $2,148-20.4% |
| Participant deferral / active EE | $6,426 | $2,625+144.8% | $3,885+65.4% | $3,539+81.6% |
| Admin fee / account holder | $1 | $123-99.1% | $5,351-100.0% | $142-99.2% |