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 | $1,325 |
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 | $60,068 | $79,523-24.5% | $140,016-57.1% | $56,287+6.7% |
| Participation rate | 96.1% | 85.7%+10.4pp | 87.5%+8.6pp | 69.9%+26.3pp |
| Annual return | -3.93% | 2.39%-6.3pp | 651.12%-655.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,606-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,817 | $5,129-6.1% | $6,927-30.5% | $3,350+43.8% |
| Admin fee / account holder | $27 | $614-95.6% | $10,705-99.7% | $521-94.8% |