Filed April 28, 2007 (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 | $2,376 |
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 | $52,805 | $87,841-39.9% | $133,980-60.6% | $62,891-16.0% |
| Participation rate | 94.7% | 83.4%+11.3pp | 87.1%+7.6pp | 69.3%+25.4pp |
| Annual return | 10.16% | 12.05%-1.9pp | 29.30%-19.1pp | 20.14%-10.0pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,157 | $4,812-13.6% | $6,282-33.8% | $3,203+29.8% |
| Admin fee / account holder | $23 | $5,371-99.6% | $9,324-99.8% | $4,296-99.5% |