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 | $5,656 |
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 | $63,521 | $44,873+41.6% | $79,464-20.1% | $56,287+12.9% |
| Participation rate | 94.3% | 68.7%+25.6pp | 73.3%+21.0pp | 69.9%+24.5pp |
| Annual return | -3.96% | 0.81%-4.8pp | 718.14%-722.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $3,864 | $2,140+80.6% | $2,800+38.0% | $2,111+83.0% |
| Participant deferral / active EE | $4,272 | $2,746+55.6% | $3,704+15.3% | $3,350+27.5% |
| Admin fee / account holder | $18 | $418-95.6% | $5,113-99.6% | $521-96.5% |