Filed June 5, 2014 (most recent of 2 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 | $38,339 |
Service code 16 · EIN 84-1612955 | Consulting | $37,023 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $305,090 | $89,652+240.3% | $141,162+116.1% | $65,185+368.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 21.49% | 32.79%-11.3pp | 71.39%-49.9pp | 29.38%-7.9pp |
| Employer contribution / active EE | $20,625 | $3,065+573.0% | $4,735+335.6% | $2,177+847.6% |
| Participant deferral / active EE | $13,088 | $5,691+130.0% | $6,709+95.1% | $3,514+272.5% |
| Admin fee / account holder | $285 | $569-49.8% | $10,261-97.2% | $847-66.3% |