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 | $15,475 |
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 | $43,902 | $52,639-16.6% | $185,117-76.3% | $62,292-29.5% |
| Participation rate | 92.5% | 63.9%+28.6pp | 77.3%+15.2pp | 69.5%+23.0pp |
| Annual return | 23.44% | 19.57%+3.9pp | 40.50%-17.1pp | 28.90%-5.5pp |
| Employer contribution / active EE | $3,771 | $1,483+154.3% | $4,182-9.8% | $2,042+84.6% |
| Participant deferral / active EE | $7,074 | $3,097+128.4% | $5,045+40.2% | $3,169+123.2% |
| Admin fee / account holder | $57 | $374-84.7% | $8,159-99.3% | $479-88.1% |