Filed June 8, 2009
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 | $2,925 |
Employer contribution per participant 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 | $44,289 | $57,435-22.9% | $105,218-57.9% | $55,191-19.8% |
| Participation rate | 71.4% | 71.3%0pp | 77.2%-5.8pp | 69.2%+2.2pp |
| Annual return | 1.61% | 2.97%-1.4pp | 5.33%-3.7pp | 10.78%-9.2pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $3,255-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $4,239 | $3,495+21.3% | $4,867-12.9% | $3,046+39.2% |
| Admin fee / account holder | $7 | $70-89.9% | $6,992-99.9% | $91-92.2% |