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 | $43,047 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,450 |
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 | $92,369 | $78,275+18.0% | $109,143-15.4% | $86,799+6.4% |
| Participation rate | 86.0% | 73.8%+12.2pp | 75.9%+10.1pp | 72.3%+13.7pp |
| Annual return | 14.19% | 19.14%-5.0pp | 25.75%-11.6pp | 97.91%-83.7pp |
| Employer contribution / active EE | $1,307 | $3,105-57.9% | $3,722-64.9% | $2,405-45.7% |
| Participant deferral / active EE | $5,874 | $3,641+61.3% | $4,653+26.2% | $4,131+42.2% |
| Admin fee / account holder | $12 | $198-94.1% | $6,752-99.8% | $170-93.1% |