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 | $2,294 |
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 | $52,264 | $64,286-18.7% | $106,387-50.9% | $55,725-6.2% |
| Participation rate | 77.0% | 75.2%+1.8pp | 77.5%-0.5pp | 70.9%+6.1pp |
| Annual return | -3.88% | 0.84%-4.7pp | 0.25%-4.1pp | 244.93%-248.8pp |
| Employer contribution / active EE | $0 | $2,367-100.0% | $3,520-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,243 | $4,158+2.0% | $5,421-21.7% | $3,356+26.4% |
| Admin fee / account holder | $6 | $102-94.5% | $7,510-99.9% | $115-95.1% |