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 | $2,406 |
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 | $162,161 | $71,192+127.8% | $117,854+37.6% | $62,292+160.3% |
| Participation rate | 97.5% | 74.2%+23.3pp | 79.7%+17.9pp | 69.5%+28.0pp |
| Annual return | 21.90% | 18.66%+3.2pp | 335.08%-313.2pp | 28.90%-7.0pp |
| Employer contribution / active EE | $6,652 | $1,934+244.0% | $3,786+75.7% | $2,042+225.7% |
| Participant deferral / active EE | $7,666 | $3,189+140.4% | $4,482+71.1% | $3,169+141.9% |
| Admin fee / account holder | $12 | $587-97.9% | $8,020-99.8% | $479-97.4% |