Filed June 10, 2008 (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 | -$119,674 |
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 | $74,859 | $71,957+4.0% | $67,652+10.7% | $59,188+26.5% |
| Participation rate | 95.9% | 82.7%+13.3pp | 75.7%+20.3pp | 69.4%+26.5pp |
| Annual return | 1.88% | 8.53%-6.7pp | 6625.04%-6623.2pp | 5.51%-3.6pp |
| Employer contribution / active EE | $1,275 | $2,432-47.6% | $2,266-43.7% | $2,098-39.2% |
| Participant deferral / active EE | $3,649 | $4,211-13.4% | $3,560+2.5% | $3,265+11.8% |
| Admin fee / account holder | $11 | $64-82.3% | $4,821-99.8% | $92-87.7% |