Filed December 27, 2013
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 55 · EIN 35-2552359 | Other Commissions | $36,690 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,125 |
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 | $84,668 | $66,601+27.1% | $92,893-8.9% | $67,579+25.3% |
| Participation rate | 85.2% | 72.5%+12.7pp | 76.0%+9.2pp | 71.3%+13.9pp |
| Annual return | 22.51% | 92.58%-70.1pp | 109.41%-86.9pp | 378.56%-356.0pp |
| Employer contribution / active EE | $1,144 | $2,775-58.8% | $3,653-68.7% | $2,148-46.8% |
| Participant deferral / active EE | $5,138 | $3,157+62.8% | $4,236+21.3% | $3,539+45.2% |
| Admin fee / account holder | $12 | $199-93.9% | $5,794-99.8% | $142-91.5% |