Filed April 4, 2011
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 | -$12,707 |
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 | $84,821 | $43,999+92.8% | $79,464+6.7% | $55,725+52.2% |
| Participation rate | 95.3% | 66.9%+28.3pp | 73.3%+21.9pp | 70.9%+24.4pp |
| Annual return | -4.63% | 1.81%-6.4pp | 718.14%-722.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $4,503 | $1,830+146.1% | $2,800+60.8% | $2,078+116.7% |
| Participant deferral / active EE | $7,522 | $2,538+196.4% | $3,704+103.1% | $3,356+124.2% |
| Admin fee / account holder | -$21 | $118-117.8% | $5,113-100.4% | $115-118.1% |