Filed April 29, 2015
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 | $6,663 |
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 | $53,589 | $41,854+28.0% | $73,843-27.4% | $52,331+2.4% |
| Participation rate | 86.8% | 66.2%+20.5pp | 73.4%+13.3pp | 68.1%+18.7pp |
| Annual return | 0.48% | 2.11%-1.6pp | 2267.84%-2267.4pp | 4.54%-4.1pp |
| Employer contribution / active EE | $3,596 | $1,920+87.2% | $2,787+29.0% | $1,882+91.1% |
| Participant deferral / active EE | $3,902 | $2,498+56.2% | $3,583+8.9% | $3,022+29.1% |
| Admin fee / account holder | $27 | $493-94.5% | $4,880-99.4% | $592-95.4% |