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 | -$7,503 |
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 | $92,477 | $65,376+41.5% | $87,100+6.2% | $65,185+41.9% |
| Participation rate | 94.8% | 75.3%+19.5pp | 76.9%+18.0pp | 70.2%+24.6pp |
| Annual return | 26.98% | 31.27%-4.3pp | 28.19%-1.2pp | 29.38%-2.4pp |
| Employer contribution / active EE | $1,480 | $1,822-18.8% | $2,521-41.3% | $2,177-32.0% |
| Participant deferral / active EE | $5,223 | $3,388+54.1% | $4,049+29.0% | $3,514+48.6% |
| Admin fee / account holder | $21 | $520-95.9% | $7,497-99.7% | $847-97.5% |