Filed February 27, 2012 (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 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 | $1,644 |
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 | $123,663 | $57,108+116.5% | $94,224+31.2% | $52,331+136.3% |
| Participation rate | 98.7% | 72.9%+25.8pp | 78.8%+19.9pp | 68.1%+30.6pp |
| Annual return | 3.28% | 1.47%+1.8pp | 10.68%-7.4pp | 4.54%-1.3pp |
| Employer contribution / active EE | $6,072 | $1,735+249.9% | $3,587+69.3% | $1,882+222.7% |
| Participant deferral / active EE | $6,836 | $3,040+124.9% | $4,320+58.2% | $3,022+126.2% |
| Admin fee / account holder | $12 | $546-97.9% | $6,269-99.8% | $592-98.1% |