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 | $39,667 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,025 |
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 | $93,959 | $91,517+2.7% | $101,248-7.2% | $73,409+28.0% |
| Participation rate | 86.2% | 73.8%+12.4pp | 75.8%+10.4pp | 72.2%+14.0pp |
| Annual return | 14.67% | 17.17%-2.5pp | 46.47%-31.8pp | 59.29%-44.6pp |
| Employer contribution / active EE | $1,180 | $2,877-59.0% | $3,660-67.8% | $2,234-47.2% |
| Participant deferral / active EE | $5,119 | $3,338+53.3% | $4,370+17.1% | $3,805+34.5% |
| Admin fee / account holder | $7 | $216-96.6% | $5,945-99.9% | $158-95.3% |