Filed December 2, 2011 (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 12 · EIN 13-3689044 | Participant loan processing; Recordke... | $131,210 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,508 | $52,208+12.1% | $86,612-32.4% | $74,419-21.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.7%+28.3pp | 70.7%+29.3pp |
| Annual return | 19.97% | 44.46%-24.5pp | 591.07%-571.1pp | 34.38%-14.4pp |
| Employer contribution / active EE | $7,154 | $2,282+213.5% | $3,022+136.7% | $2,637+171.3% |
| Participant deferral / active EE | $7,155 | $3,383+111.5% | $4,438+61.2% | $4,528+58.0% |
| Admin fee / account holder | $101 | $319-68.2% | $5,614-98.2% | $348-70.9% |