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 | $3,081 |
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 | $66,520 | $64,919+2.5% | $392,568-83.1% | $65,185+2.0% |
| Participation rate | 78.0% | 72.0%+6.0pp | 78.1%-0.1pp | 70.2%+7.8pp |
| Annual return | 24.07% | 26.09%-2.0pp | 24.42%-0.3pp | 29.38%-5.3pp |
| Employer contribution / active EE | $0 | $2,374-100.0% | $3,783-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,982 | $3,668+35.8% | $5,985-16.8% | $3,514+41.8% |
| Admin fee / account holder | $8 | $634-98.8% | $6,260-99.9% | $847-99.1% |