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 | -$6,023 |
Annual investment return 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 | $73,290 | $60,165+21.8% | $74,183-1.2% | $55,167+32.9% |
| Participation rate | 85.9% | 74.2%+11.8pp | 76.6%+9.3pp | 69.0%+16.9pp |
| Annual return | 4.05% | 10.00%-5.9pp | 17.74%-13.7pp | 169.23%-165.2pp |
| Employer contribution / active EE | $1,152 | $1,600-28.0% | $2,370-51.4% | $1,963-41.3% |
| Participant deferral / active EE | $3,829 | $2,973+28.8% | $3,550+7.9% | $3,054+25.4% |
| Admin fee / account holder | $7 | $419-98.3% | $5,586-99.9% | $504-98.6% |