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 | $2,956 |
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 | $166,779 | $86,332+93.2% | $125,175+33.2% | $65,185+155.9% |
| Participation rate | 89.8% | 75.3%+14.5pp | 79.8%+10.0pp | 70.2%+19.6pp |
| Annual return | 19.70% | 27.43%-7.7pp | 43.79%-24.1pp | 29.38%-9.7pp |
| Employer contribution / active EE | $1,964 | $2,040-3.7% | $3,865-49.2% | $2,177-9.8% |
| Participant deferral / active EE | $7,587 | $3,537+114.5% | $4,937+53.7% | $3,514+115.9% |
| Admin fee / account holder | $14 | $609-97.7% | $9,702-99.9% | $847-98.4% |