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 | $5,172 |
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 | $76,760 | $54,237+41.5% | $90,281-15.0% | $67,579+13.6% |
| Participation rate | 81.7% | 68.6%+13.1pp | 73.3%+8.4pp | 71.3%+10.4pp |
| Annual return | 20.95% | 37.27%-16.3pp | 78.10%-57.1pp | 378.56%-357.6pp |
| Employer contribution / active EE | $3,648 | $1,846+97.6% | $2,854+27.8% | $2,148+69.8% |
| Participant deferral / active EE | $4,189 | $2,625+59.6% | $3,885+7.8% | $3,539+18.4% |
| Admin fee / account holder | $18 | $123-85.5% | $5,351-99.7% | $142-87.4% |