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 | -$10,005 |
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 | $126,823 | $73,638+72.2% | $95,952+32.2% | $73,488+72.6% |
| Participation rate | 96.5% | 76.2%+20.3pp | 77.1%+19.4pp | 70.7%+25.8pp |
| Annual return | 34.87% | 16.78%+18.1pp | 91.61%-56.7pp | 28.51%+6.4pp |
| Employer contribution / active EE | $1,512 | $1,863-18.8% | $2,541-40.5% | $2,270-33.4% |
| Participant deferral / active EE | $5,446 | $3,617+50.6% | $4,167+30.7% | $3,740+45.6% |
| Admin fee / account holder | $15 | $482-96.9% | $6,795-99.8% | $513-97.1% |