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 | -$104,499 |
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 | $77,514 | $80,211-3.4% | $74,183+4.5% | $63,975+21.2% |
| Participation rate | 95.7% | 84.2%+11.5pp | 76.6%+19.0pp | 71.1%+24.5pp |
| Annual return | 6.67% | 14.13%-7.5pp | 17.74%-11.1pp | 48.65%-42.0pp |
| Employer contribution / active EE | $1,315 | $2,553-48.5% | $2,370-44.5% | $2,182-39.7% |
| Participant deferral / active EE | $3,750 | $4,370-14.2% | $3,550+5.6% | $3,356+11.7% |
| Admin fee / account holder | $9 | $67-86.3% | $5,586-99.8% | $70-86.9% |