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 | $2,850 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $154,464 | $66,302+133.0% | $110,238+40.1% | $56,287+174.4% |
| Participation rate | 98.2% | 74.9%+23.3pp | 79.8%+18.4pp | 69.9%+28.4pp |
| Annual return | -5.66% | -1.18%-4.5pp | 314.74%-320.4pp | -9.96%+4.3pp |
| Employer contribution / active EE | $7,024 | $2,047+243.1% | $3,826+83.6% | $2,111+232.7% |
| Participant deferral / active EE | $7,514 | $3,381+122.2% | $4,672+60.8% | $3,350+124.3% |
| Admin fee / account holder | $15 | $698-97.9% | $8,547-99.8% | $521-97.2% |