Filed December 4, 2014
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 | $931 |
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 | $39,282 | $56,485-30.5% | $185,823-78.9% | $86,799-54.7% |
| Participation rate | 80.9% | 65.5%+15.4pp | 81.7%-0.8pp | 72.3%+8.6pp |
| Annual return | 37.03% | 118.04%-81.0pp | 122.05%-85.0pp | 97.91%-60.9pp |
| Employer contribution / active EE | $1,903 | $1,843+3.3% | $5,167-63.2% | $2,405-20.9% |
| Participant deferral / active EE | $2,615 | $2,553+2.4% | $5,568-53.0% | $4,131-36.7% |
| Admin fee / account holder | $3 | $150-98.1% | $16,237-100.0% | $170-98.3% |