Filed February 5, 2010 (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 | $588 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $77,264 | $54,320+42.2% | $67,652+14.2% | $52,331+47.6% |
| Participation rate | 79.8% | 73.6%+6.2pp | 75.7%+4.1pp | 68.1%+11.7pp |
| Annual return | 1.24% | 6.81%-5.6pp | 6625.04%-6623.8pp | 4.54%-3.3pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,420 | $2,950-18.0% | $3,560-32.0% | $3,022-19.9% |
| Admin fee / account holder | $5 | $527-99.0% | $4,821-99.9% | $592-99.1% |