Filed July 3, 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 | -$5,916 |
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 | $91,884 | $29,369+212.9% | $77,482+18.6% | $73,409+25.2% |
| Participation rate | 84.8% | 37.9%+46.8pp | 54.2%+30.6pp | 72.2%+12.6pp |
| Annual return | 17.70% | 358.15%-340.4pp | 54.79%-37.1pp | 59.29%-41.6pp |
| Employer contribution / active EE | $1,225 | $406+201.8% | $986+24.2% | $2,234-45.2% |
| Participant deferral / active EE | $4,221 | $941+348.6% | $1,861+126.8% | $3,805+10.9% |
| Admin fee / account holder | -$15 | $123-112.6% | $2,858-100.5% | $158-109.8% |