Filed February 25, 2013
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 | $18,383 |
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 | $30,525 | $42,582-28.3% | $171,082-82.2% | $57,658-47.1% |
| Participation rate | 93.8% | 63.9%+29.9pp | 76.7%+17.1pp | 70.2%+23.6pp |
| Annual return | 9.09% | 308.67%-299.6pp | 32.56%-23.5pp | 5.13%+4.0pp |
| Employer contribution / active EE | $2,988 | $1,306+128.8% | $4,002-25.3% | $1,974+51.4% |
| Participant deferral / active EE | $5,411 | $2,933+84.5% | $4,797+12.8% | $3,061+76.8% |
| Admin fee / account holder | $60 | $82-27.7% | $8,520-99.3% | $95-37.0% |