Filed January 7, 2014 (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 | -$27,533 |
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 | $90,524 | $80,211+12.9% | $74,183+22.0% | $63,975+41.5% |
| Participation rate | 93.7% | 84.2%+9.5pp | 76.6%+17.1pp | 71.1%+22.6pp |
| Annual return | 88.67% | 14.13%+74.5pp | 17.74%+70.9pp | 48.65%+40.0pp |
| Employer contribution / active EE | $3,217 | $2,553+26.0% | $2,370+35.7% | $2,182+47.4% |
| Participant deferral / active EE | $7,317 | $4,370+67.4% | $3,550+106.1% | $3,356+118.0% |
| Admin fee / account holder | -$16 | $67-123.7% | $5,586-100.3% | $70-122.6% |